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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Claims process... | $4,707 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $4,000 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC Service code 33 | Securities brokerage; Securities brok... | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
Filed as: MID-ATLANTIC CAPITAL CORPORATION Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $165,176 | $65,592+151.8% | $90,161+83.2% | $69,634+137.2% |
| Participation rate | 99.5% | 77.6%+21.9pp | 76.9%+22.7pp | 70.7%+28.8pp |
| Annual return | 16.34% | 57.10%-40.8pp | 34.89%-18.6pp | 27572.26%-27555.9pp |
| Employer contribution / active EE | $6,766 | $2,193+208.5% | $3,318+103.9% | $2,032+232.9% |
| Participant deferral / active EE | $9,022 | $5,257+71.6% | $5,287+70.6% | $3,224+179.9% |
| Admin fee / account holder | $5 | $86-94.6% | $5,943-99.9% | $110-95.8% |