Filed January 8, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 56-2274965 | Advisory (Plan) | $75,000 |
FINDLEY3+ years Filed as: FINDLEY DAVIES Service code 15 · EIN 34-1213174 | Recordkeeping | $24,456 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB TRUST CO Service code 19 · EIN 42-1558009 | Securities Custodian | $7,085 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $59,891 | $71,666-16.4% | $117,861-49.2% | $69,631-14.0% |
| Participation rate | 73.7% | 77.5%-3.9pp | 79.7%-6.0pp | 70.7%+3.0pp |
| Annual return | 18.81% | 18.86%0pp | 335.11%-316.3pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $558 | $1,889-70.4% | $3,786-85.3% | $2,032-72.5% |
| Participant deferral / active EE | $3,058 | $3,340-8.4% | $4,482-31.8% | $3,224-5.1% |
| Admin fee / account holder | $442 | $120+267.4% | $8,021-94.5% | $110+300.3% |