Filed April 28, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $405,781 |
USI CONSULTING GROUP4 years Filed as: USI ADVISORS, INC. Service code 28 · EIN 91-1176315 | Investment Management | $147,023 |
CPWM, LLC3 years Service code 28 · EIN 27-4363483 | Investment Management | $111,934 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: THE CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $76,247 |
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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 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 18.07% | 9.48%+8.6pp | 9.52%+8.5pp | 12.86%+5.2pp |
| Employer contribution / active EE | $68,618 | $12,808+435.7% | $41,951+63.6% | $13,687+401.4% |
| Participant deferral / active EE | $0 | $29-100.0% | $18-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |