Filed June 28, 2023 (most recent of 2 filings on file)
Total covered: 16 employees
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| Provider | Service type | Compensation |
|---|---|---|
HAYS COMPANIES3+ years Filed as: THE HAYS GROUP INC. Service code 27 · EIN 41-1784898 | Advisory (Plan) | $21,826 |
MILLIMAN, INC.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $20,691 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $1,035 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.3+ years Service code 19 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $79,530 | $54,390+46.2% | $117,039-32.0% | $69,631+14.2% |
| Participation rate | 38.8% | 58.5%-19.8pp | 77.2%-38.4pp | 70.7%-31.9pp |
| Annual return | 16.59% | 18.33%-1.7pp | 18.95%-2.4pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $199 | $1,357-85.3% | $3,785-94.7% | $2,032-90.2% |
| Participant deferral / active EE | $1,989 | $2,076-4.2% | $3,929-49.4% | $3,224-38.3% |
| Admin fee / account holder | $276 | $98+182.4% | $5,974-95.4% | $110+150.0% |