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| Provider | Service type | Compensation |
|---|---|---|
WJ INTERESTS LLC1+ years Service code 27 · EIN 76-0535867 | Advisory (Plan) | $39,190 |
MILLIMAN, INC.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $30,158 |
WEINSTEIN ZUGMAN, LLC1+ years Filed as: WEINSTEIN SPIRA & CO, P.C. Service code 10 · EIN 74-2181616 | Accounting | $12,000 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $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 | $123,261 | $88,324+39.6% | $115,038+7.1% | $55,191+123.3% |
| Participation rate | 99.8% | 72.5%+27.3pp | 81.4%+18.4pp | 69.2%+30.7pp |
| Annual return | 28.85% | 6.30%+22.6pp | 26.14%+2.7pp | 10.78%+18.1pp |
| Employer contribution / active EE | $9,007 | $2,805+221.1% | $4,608+95.5% | $1,899+374.4% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $126 | $105+19.4% | $8,175-98.5% | $91+38.6% |