Filed April 29, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 28 · EIN 82-3967259 | Investment Management | $22,816 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $618,728-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.8%-37.8pp | 0.0%0pp |
| Annual return | 7.52% | 10.52%-3.0pp | 2.61%+4.9pp | 10.52%-3.0pp |
| Employer contribution / active EE | $55,962 | $15,140+269.6% | $36,531+53.2% | $15,140+269.6% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $87-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $69,555-100.0% | - |