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| Provider | Service type | Compensation |
|---|---|---|
WMS PARTNERS, LLC2 years Service code 26 · EIN 52-1852466 | Advisory (Participants) | $67,527 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $5,396 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $1,459 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $88,122-100.0% | $141,162-100.0% | $67,579-100.0% |
| Participation rate | 0.0% | 76.5%-76.5pp | 82.5%-82.5pp | 71.3%-71.3pp |
| Annual return | 22.63% | 75.40%-52.8pp | 71.39%-48.8pp | 378.56%-355.9pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,735-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $13,201 | $5,958+121.6% | $6,709+96.8% | $3,539+273.0% |
| Admin fee / account holder | $0 | $131-100.0% | $10,261-100.0% | $142-100.0% |