Filed June 28, 2023 (most recent of 2 filings on file)
Total covered: 16 employees
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $41,206 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 8.70% | 10.52%-1.8pp | -0.73%+9.4pp | 10.52%-1.8pp |
| Employer contribution / active EE | $6,807 | $15,140-55.0% | $28,477-76.1% | $15,140-55.0% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $476-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |