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 CORPORATION1+ years Service code 26 · EIN 76-0266967 | Advisory (Participants) | $21,555 |
CONTINUUM FINANCIAL LLC1+ years Service code 26 · EIN 75-3086947 | Advisory (Participants) | $7,075 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $2,590 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $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 | $113,975 | $46,360+145.8% | $147,618-22.8% | $52,331+117.8% |
| Participation rate | 96.7% | 64.9%+31.7pp | 84.6%+12.0pp | 68.1%+28.5pp |
| Annual return | -0.76% | 1.62%-2.4pp | 61.98%-62.7pp | 4.54%-5.3pp |
| Employer contribution / active EE | $6,029 | $2,126+183.6% | $5,565+8.4% | $1,882+220.4% |
| Participant deferral / active EE | $4,352 | $2,258+92.8% | $4,895-11.1% | $3,022+44.0% |
| Admin fee / account holder | $120 | $766-84.3% | $11,612-99.0% | $592-79.7% |