Filed June 28, 2023 (most recent of 2 filings on file)
Total covered: 16 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ALL STAR FINANCIAL INC1 year Service code 28 · EIN 42-1729389 | Investment Management | $52,416 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $6,560 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $18,026,966-100.0% | $148,425-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 35.1%-35.1pp | 1.8%-1.8pp |
| Annual return | 12.03% | 0.19%+11.8pp | 38.14%-26.1pp | 0.19%+11.8pp |
| Employer contribution / active EE | $1,988 | $13,763-85.6% | $34,245-94.2% | $13,763-85.6% |
| Participant deferral / active EE | $0 | $804-100.0% | $185-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $10,234-100.0% | $426-100.0% |