Filed May 8, 2019
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| Provider | Service type | Compensation |
|---|---|---|
BURGESS CHAMBERS & ASSOC INC2 years Filed as: BURGESS CHAMBERS & ASSOCIATES, INC. Service code 28 · EIN 59-2878619 | Investment Management | $32,879 |
RICHMOND CAPITAL MANAGEMENT2 years Filed as: RICHMOND CAPITAL MANAGEMENT, INC. Service code 28 · EIN 54-1288566 | Investment Management | $20,453 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $5,024 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $409,661-100.0% | $733,756-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 1.7%-1.7pp |
| Annual return | 28.93% | 13.37%+15.6pp | 8.35%+20.6pp | 627.08%-598.2pp |
| Employer contribution / active EE | $16,415 | $19,895-17.5% | $27,010-39.2% | $18,824-12.8% |
| Participant deferral / active EE | $0 | $0 | $180-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $19,421-100.0% | $1,923-100.0% |