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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 11 · EIN 34-1479833 | Actuarial | $151,008 |
SUNTRUST BANKS, INC.3 years Filed as: TRUIST BANK Service code 28 · EIN 58-1575035 | Investment Management | $87,500 |
KRAFT CPAS, PLLC3 years Filed as: KRAFT CPAS Service code 10 · EIN 62-0713250 | Accounting | $16,065 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $943,036-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 9.1%-9.1pp | 2.1%-2.1pp |
| Annual return | 12.04% | 7.65%+4.4pp | 5.62%+6.4pp | 7.65%+4.4pp |
| Employer contribution / active EE | $0 | $20,582-100.0% | $37,825-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $0 | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $0 | $193-100.0% |