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 & CO. INC. Service code 28 · EIN 94-1737782 | Investment Management | $52,416 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $4,856 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $0 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $1,723,788-100.0% | $105,260-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 21.7%-21.7pp | 1.9%-1.9pp |
| Annual return | 16.42% | 23.90%-7.5pp | 9.21%+7.2pp | 23.90%-7.5pp |
| Employer contribution / active EE | $2,245 | $16,539-86.4% | $35,088-93.6% | $16,539-86.4% |
| Participant deferral / active EE | $0 | $350-100.0% | $163-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $4,019-100.0% | $18,975-100.0% |