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| Provider | Service type | Compensation |
|---|---|---|
BURGESS CHAMBERS & ASSOC INC3+ years Service code 27 · EIN 59-2878619 | Advisory (Plan) | $30,257 |
RICHMOND CAPITAL MANAGEMENT3+ years Filed as: RICHMOND CAPITAL MANAGEMENT IN Service code 27 · EIN 54-1288566 | Advisory (Plan) | $14,453 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 94-1737782 | Directed Trustee | $11,279 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $46,757-100.0% | $1,867,444-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.3%-11.3pp | 11.3%-11.3pp |
| Annual return | 11.19% | 19.05%-7.9pp | 9.84%+1.3pp | 10.41%+0.8pp |
| Employer contribution / active EE | $3,571 | $19,967-82.1% | $50,102-92.9% | $14,691-75.7% |
| Participant deferral / active EE | $0 | $0 | $612-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $18,647-100.0% | $2,646-100.0% |