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 CORPORATION2+ years Service code 26 · EIN 76-0266967 | Advisory (Participants) | $10,168 |
CONTINUUM FINANCIAL LLC2+ years Service code 26 · EIN 75-3086947 | Advisory (Participants) | $7,361 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $2,042 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ 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 | $111,796 | $46,732+139.2% | $156,551-28.6% | $55,167+102.6% |
| Participation rate | 96.1% | 65.8%+30.3pp | 84.0%+12.1pp | 69.0%+27.1pp |
| Annual return | 5.99% | 17.72%-11.7pp | 32.23%-26.2pp | 169.23%-163.2pp |
| Employer contribution / active EE | $6,183 | $2,105+193.7% | $5,501+12.4% | $1,963+215.1% |
| Participant deferral / active EE | $4,531 | $2,204+105.6% | $4,871-7.0% | $3,054+48.4% |
| Admin fee / account holder | $74 | $418-82.3% | $13,028-99.4% | $504-85.3% |