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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LOCKTON INVESTMENT ADVISORS Service code 28 · EIN 20-8874282 | Investment Management | $45,000 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $27,663 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Other investment fees and expenses; D... | $14,214 |
CORNERSTONE CAPITAL ADVISORS2 years Service code 26 · EIN 34-1344321 | Advisory (Participants) | $5,454 |
Service code 26 · EIN 04-2541452 | Advisory (Participants) | $5,164 |
Service code 26 · EIN 41-2091820 | Advisory (Participants) | $5,154 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $2,510 |
PENSYS, INC.4+ years Filed as: PENSYS INC Service code 15 · EIN 68-0348235 | Recordkeeping | $500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $111,857 | $45,382+146.5% | $154,110-27.4% | $75,289+48.6% |
| Participation rate | 92.2% | 65.9%+26.3pp | 83.0%+9.2pp | 72.4%+19.8pp |
| Annual return | 64.09% | -0.47%+64.6pp | 735.22%-671.1pp | -0.04%+64.1pp |
| Employer contribution / active EE | $12,745 | $1,533+731.5% | $5,298+140.6% | $2,405+429.9% |
| Participant deferral / active EE | $8,215 | $2,384+244.6% | $5,081+61.7% | $3,739+119.7% |
| Admin fee / account holder | $48 | $89-46.7% | $13,412-99.6% | $102-53.5% |