Filed February 21, 2023 (most recent of 2 filings on file)
Total covered: 5 employees
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| Provider | Service type | Compensation |
|---|---|---|
GOODMAN FINANCIAL CORPORATION10+ years Service code 26 · EIN 76-0266967 | Advisory (Participants) | $23,955 |
CONTINUUM FINANCIAL LLC10+ years Service code 26 · EIN 75-3086947 | Advisory (Participants) | $12,518 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $302 |
Filed as: CHARLES SCHWAB & CO.,INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,142 | $55,472+277.0% | $155,567+34.4% | $74,546+180.6% |
| Participation rate | 97.7% | 61.9%+35.8pp | 78.2%+19.6pp | 67.2%+30.5pp |
| Annual return | 14.58% | 268.72%-254.1pp | 64.74%-50.2pp | 1366.03%-1351.5pp |
| Employer contribution / active EE | $7,610 | $2,269+235.4% | $4,674+62.8% | $2,624+190.0% |
| Participant deferral / active EE | $6,455 | $2,838+127.5% | $5,628+14.7% | $4,347+48.5% |
| Admin fee / account holder | $115 | $1,743-93.4% | $15,916-99.3% | $1,944-94.1% |