Filed April 28, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $369,346 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS, INC. Service code 28 · EIN 91-1176315 | Investment Management | $116,417 |
CPWM, LLC2 years Service code 28 · EIN 27-4363483 | Investment Management | $97,205 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: THE CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $50,793 |
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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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 18.46% | 14.29%+4.2pp | 14.64%+3.8pp | 21.83%-3.4pp |
| Employer contribution / active EE | $13,016 | $12,083+7.7% | $41,831-68.9% | $12,237+6.4% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |