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| Provider | Service type | Compensation |
|---|---|---|
CHERNOFF DIAMOND & CO., LLC1+ years Service code 11 · EIN 11-2836994 | Actuarial | $59,272 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $10,277 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,604 | $48,313+33.7% | $73,309-11.9% | $52,331+23.5% |
| Participation rate | 99.2% | 68.6%+30.6pp | 74.9%+24.3pp | 68.1%+31.1pp |
| Annual return | 1.34% | 3.85%-2.5pp | 5.67%-4.3pp | 4.54%-3.2pp |
| Employer contribution / active EE | $1,946 | $1,661+17.2% | $3,237-39.9% | $1,882+3.4% |
| Participant deferral / active EE | $6,211 | $4,189+48.3% | $4,991+24.4% | $3,022+105.5% |
| Admin fee / account holder | $22 | $404-94.6% | $5,635-99.6% | $592-96.3% |