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| Provider | Service type | Compensation |
|---|---|---|
CHERNOFF DIAMOND & CO., LLC2+ years Service code 11 · EIN 11-2836994 | Actuarial | $4,950 |
CHERNOFF DIAMOND & CO., LLC2+ years Filed as: CHERNOFF DIAMOND & CO, LLC Service code 11 | Actuarial | $4,831 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $3,550 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,417 | $63,905-69.6% | $74,184-73.8% | $57,658-66.3% |
| Participation rate | 99.3% | 79.8%+19.5pp | 76.6%+22.7pp | 70.2%+29.1pp |
| Annual return | 41.28% | 60.60%-19.3pp | 17.74%+23.5pp | 5.13%+36.1pp |
| Employer contribution / active EE | $2,913 | $1,840+58.3% | $2,370+22.9% | $1,974+47.6% |
| Participant deferral / active EE | $5,244 | $3,448+52.1% | $3,550+47.7% | $3,061+71.3% |
| Admin fee / account holder | $16 | $91-83.0% | $5,586-99.7% | $95-83.6% |