Filed October 27, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $48,345 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $280 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,752 | $81,537-64.7% | $149,721-80.8% | $69,631-58.7% |
| Participation rate | 89.0% | 86.1%+2.9pp | 87.1%+1.9pp | 70.7%+18.3pp |
| Annual return | 18.79% | 22.79%-4.0pp | 1501.67%-1482.9pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $296 | $3,239-90.8% | $5,444-94.6% | $2,032-85.4% |
| Participant deferral / active EE | $1,617 | $4,994-67.6% | $6,568-75.4% | $3,224-49.8% |
| Admin fee / account holder | $107 | $107-0.1% | $11,282-99.1% | $110-3.4% |