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| Provider | Service type | Compensation |
|---|---|---|
JLM ACTUARIAL, LLC2 years Service code 11 · EIN 82-3763658 | Actuarial | $22,475 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $22,102 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO.,INC. Service code 25 · EIN 94-1737782 | Directed Trustee | $0 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO.,INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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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 | $101,941-100.0% | $568,132-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 21.0%-21.0pp | 2.8%-2.8pp |
| Annual return | 17.42% | 18.13%-0.7pp | 14.64%+2.8pp | 16.32%+1.1pp |
| Employer contribution / active EE | $52,817 | $23,138+128.3% | $41,831+26.3% | $17,007+210.6% |
| Participant deferral / active EE | $0 | $160-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $281-100.0% | $36,942-100.0% | $127-100.0% |