Filed April 28, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,040 |
USI CONSULTING GROUP2 years Service code 15 · EIN 06-1053228 | Recordkeeping | $12,200 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 · EIN 42-1558009 | Custodial (securities); Shareholder s... | $4 |
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 | $63,797 | $95,776-33.4% | $162,185-60.7% | $77,775-18.0% |
| Participation rate | 97.1% | 88.6%+8.5pp | 87.6%+9.6pp | 73.2%+23.9pp |
| Annual return | 26.60% | 37.03%-10.4pp | 115.61%-89.0pp | 32.58%-6.0pp |
| Employer contribution / active EE | $2,034 | $3,874-47.5% | $5,613-63.8% | $2,504-18.8% |
| Participant deferral / active EE | $6,046 | $6,125-1.3% | $7,297-17.1% | $3,966+52.4% |
| Admin fee / account holder | $13 | $88-85.7% | $10,844-99.9% | $100-87.5% |