Filed June 21, 2024 (most recent of 8 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Float reve... | $407,960 |
VORA WEALTH MANAGEMENT PLLC4 years Service code 16 · EIN 27-1893309 | Consulting | $32,580 |
WT WEALTH MANAGEMENT LLC2 years Service code 16 · EIN 46-3844469 | Consulting | $16,115 |
TCI WEALTH ADVISORS INC4 years Service code 16 · EIN 86-1002710 | Consulting | $15,531 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $7,485 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO, INC Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,323 | $56,095+25.4% | $178,490-60.6% | $90,288-22.1% |
| Participation rate | 99.5% | 65.6%+34.0pp | 81.9%+17.6pp | 73.4%+26.2pp |
| Annual return | 17.89% | 28.81%-10.9pp | 151.07%-133.2pp | 53.97%-36.1pp |
| Employer contribution / active EE | $3,220 | $1,572+104.8% | $5,011-35.7% | $2,524+27.6% |
| Participant deferral / active EE | $5,766 | $2,669+116.1% | $5,202+10.9% | $4,232+36.2% |
| Admin fee / account holder | $92 | $101-9.0% | $13,984-99.3% | $114-19.7% |