Filed April 28, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $519,960 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS, INC. Service code 16 · EIN 91-1176315 | Consulting | $105,192 |
CPWM, LLC1 year Service code 21 · EIN 27-4363483 | Bank Trustee | $51,424 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: THE CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $48,956 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -9.88% | -0.94%-8.9pp | -2.18%-7.7pp | 33.37%-43.3pp |
| Employer contribution / active EE | $24,913 | $12,464+99.9% | $38,751-35.7% | $11,253+121.4% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |