Filed June 28, 2023 (most recent of 2 filings on file)
Total covered: 16 employees
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: ADVANCED CAPITAL GROUP INC Service code 27 · EIN 41-1921960 | Advisory (Plan) | $32,381 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO INC Service code 28 · EIN 94-1737782 | Investment Management | $1,870 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $1,526 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $459,402-100.0% | $411,083-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 38.9%-38.9pp | 30.8%-30.8pp | 43.0%-43.0pp |
| Annual return | -94.61% | 5.05%-99.7pp | 5.50%-100.1pp | 259.17%-353.8pp |
| Employer contribution / active EE | $0 | $35,260-100.0% | $28,518-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $871-100.0% | $818-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $8,281-100.0% | $7,663-100.0% | $21,502-100.0% |