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| Provider | Service type | Compensation |
|---|---|---|
BURGESS CHAMBERS & ASSOC INC4+ years Service code 27 · EIN 59-2878619 | Advisory (Plan) | $30,722 |
Filed as: RICHMOND CAPITAL MANAGEMENT INC Service code 27 · EIN 54-1288566 | Advisory (Plan) | $14,032 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 94-1737782 | Directed Trustee | $5,260 |
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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 | $82,816-100.0% | $145,218-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 20.5%-20.5pp | 14.6%-14.6pp |
| Annual return | -6.31% | -1.32%-5.0pp | -0.67%-5.6pp | 10.56%-16.9pp |
| Employer contribution / active EE | $5,128 | $18,687-72.6% | $31,731-83.8% | $13,643-62.4% |
| Participant deferral / active EE | $0 | $284-100.0% | $473-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,719-100.0% | $28,383-100.0% | $3,354-100.0% |