Filed June 21, 2023 (most recent of 5 filings on file)
Total covered: 26 employees
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 | Securities Custodian | $35,461 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN, EDWARDS & COMPANY, LLP Service code 10 · EIN 54-0504608 | Accounting | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,380 | $88,324+102.0% | $115,038+55.1% | $55,191+223.2% |
| Participation rate | 95.9% | 72.5%+23.4pp | 81.4%+14.5pp | 69.2%+26.7pp |
| Annual return | -0.55% | 6.30%-6.8pp | 26.14%-26.7pp | 10.78%-11.3pp |
| Employer contribution / active EE | $4,146 | $2,805+47.8% | $4,608-10.0% | $1,899+118.4% |
| Participant deferral / active EE | $10,274 | $5,042+103.8% | $6,026+70.5% | $3,046+237.3% |
| Admin fee / account holder | $0 | $105-99.9% | $8,175-100.0% | $91-99.9% |