Filed June 28, 2023 (most recent of 2 filings on file)
Total covered: 16 employees
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| Provider | Service type | Compensation |
|---|---|---|
ALL STAR FINANCIAL INC2 years Service code 28 · EIN 41-1729389 | Investment Management | $58,797 |
Filed as: CHARLES SCHWAB & CO INC Service code 28 · EIN 94-1737782 | Investment Management | $7,209 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $6,195 |
MILLIMAN, INC.2 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $0 |
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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 | $22,177-100.0% | $148,425-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 17.5%-17.5pp | 35.1%-35.1pp | 14.6%-14.6pp |
| Annual return | 12.02% | 1.79%+10.2pp | 38.14%-26.1pp | 10.56%+1.5pp |
| Employer contribution / active EE | $12,148 | $8,760+38.7% | $34,245-64.5% | $13,643-11.0% |
| Participant deferral / active EE | $0 | $223-100.0% | $185-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,131-100.0% | $10,234-100.0% | $3,354-100.0% |