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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $25,750 |
JLM ACTUARIAL, LLC6 years Service code 11 · EIN 82-3763658 | Actuarial | $5,375 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB & CO.,INC. Service code 25 · EIN 94-1737782 | Directed Trustee | $0 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB & CO.,INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $422,209-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.4%-2.4pp |
| Annual return | 15.30% | 9.98%+5.3pp | 12.68%+2.6pp | 22.81%-7.5pp |
| Employer contribution / active EE | $0 | $15,842-100.0% | $41,609-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $285-100.0% | $96-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,609-100.0% | $85,222-100.0% |