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| Provider | Service type | Compensation |
|---|---|---|
JLM ACTUARIAL, LLC1 year Service code 11 · EIN 82-3763658 | Actuarial | $10,850 |
FIDUCIARYVEST LLC2 years Filed as: FIDUCIARYVEST, LLC Service code 27 · EIN 20-2217636 | Advisory (Plan) | $6,897 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO.,INC. Service code 25 · EIN 94-1737782 | Directed Trustee | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO.,INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $88,507-100.0% | $379,314-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 17.4%-17.4pp | 4.7%-4.7pp |
| Annual return | -6.17% | -1.53%-4.6pp | -2.18%-4.0pp | -0.69%-5.5pp |
| Employer contribution / active EE | $38,028 | $14,498+162.3% | $38,751-1.9% | $16,786+126.5% |
| Participant deferral / active EE | $0 | $305-100.0% | $151-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $264-100.0% | $4,180-100.0% | $124-100.0% |