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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Shareholder servi... | $87,773 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $63,881 |
Filed as: COUNTRY CLUB TRUST COMPANY, NA Service code 28 · EIN 26-0052158 | Investment Management | $8,045 |
BKD, LLP1 year Filed as: BKD CPAS & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $6,500 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $186,017 | $75,388+146.7% | $123,553+50.6% | $55,727+233.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.3%+17.7pp | 70.9%+29.1pp |
| Annual return | -5.10% | 4.48%-9.6pp | 119.21%-124.3pp | 244.94%-250.0pp |
| Employer contribution / active EE | $13,393 | $3,063+337.2% | $4,628+189.4% | $2,078+544.4% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $69 | $120-42.2% | $9,284-99.3% | $115-40.0% |