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.2+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $35,508 |
ALLIANCE BENEFIT GROUP1 year Service code 15 · EIN 37-0899315 | Recordkeeping | $40 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $30 |
WITHUMSMITH+BROWN, PC2+ years Filed as: BROWN, EDWARDS & COMPANY, LLP Service code 10 · EIN 54-0504608 | Accounting | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 | Shareholder Servicing | $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 | $194,297 | $80,177+142.3% | $123,894+56.8% | $57,658+237.0% |
| Participation rate | 94.1% | 74.4%+19.7pp | 81.4%+12.7pp | 70.2%+23.9pp |
| Annual return | 9.55% | 17.90%-8.4pp | 47.52%-38.0pp | 5.13%+4.4pp |
| Employer contribution / active EE | $4,164 | $2,913+43.0% | $4,617-9.8% | $1,974+111.0% |
| Participant deferral / active EE | $9,588 | $5,130+86.9% | $5,984+60.2% | $3,061+213.3% |
| Admin fee / account holder | $0 | $106-99.8% | $8,357-100.0% | $95-99.8% |