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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO6+ years Service code 37 · EIN 04-2647786 | Loan Processing | $96,756 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $39,339 |
CHARLES SCHWAB & CO., INC.2 years Filed as: HOOD & STRONG LLP Service code 10 · EIN 94-1254756 | Accounting | $15,500 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,385 |
Filed as: VALIC Service code 37 · EIN 74-1625348 | Loan Processing | $13,043 |
Form 5500 reported that benefits due were not provided when due.
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 | $125,701 | $54,121+132.3% | $134,155-6.3% | $73,412+71.2% |
| Participation rate | 91.7% | 64.4%+27.3pp | 72.2%+19.5pp | 72.2%+19.5pp |
| Annual return | 15.40% | -312.52%+327.9pp | 36.34%-20.9pp | 59.30%-43.9pp |
| Employer contribution / active EE | $4,939 | $1,402+252.3% | $3,705+33.3% | $2,234+121.1% |
| Participant deferral / active EE | $7,546 | $2,844+165.3% | $3,500+115.6% | $3,806+98.3% |
| Admin fee / account holder | $221 | $132+67.1% | $6,685-96.7% | $158+40.1% |