Filed May 2, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Participan... | $63,131 |
Filed as: HAUSER RETIREMENT SOLUTIONS, LLC Service code 16 · EIN 47-1534832 | Consulting | $32,500 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $199 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $54,247 | $52,293+3.7% | $178,498-69.6% | $73,412-26.1% |
| Participation rate | 74.7% | 65.3%+9.4pp | 81.9%-7.2pp | 72.2%+2.6pp |
| Annual return | 15.55% | 34.75%-19.2pp | 151.09%-135.5pp | 59.30%-43.7pp |
| Employer contribution / active EE | $2,091 | $1,735+20.5% | $5,011-58.3% | $2,234-6.4% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,806-100.0% |
| Admin fee / account holder | $121 | $127-4.7% | $13,985-99.1% | $158-23.1% |