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.7+ years Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $8,815 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $235,493-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 24.6%-24.6pp | 5.6%-5.6pp |
| Annual return | 2.26% | 39.82%-37.6pp | -6.07%+8.3pp | 39.82%-37.6pp |
| Employer contribution / active EE | $3,009 | $19,980-84.9% | $37,389-92.0% | $19,980-84.9% |
| Participant deferral / active EE | $0 | $614-100.0% | $182-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $12,327-100.0% | $62-100.0% |