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| Provider | Service type | Compensation |
|---|---|---|
MARIN FINANCIAL ADVISORS3+ years Service code 28 · EIN 38-3718954 | Investment Management | $47,495 |
Filed as: COMYNS,SMITH,MCCLEARY & DEAVER LLP Service code 10 · EIN 68-0307221 | Accounting | $10,500 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,091-100.0% | $308,850-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 4.5%-4.5pp |
| Annual return | 6.20% | 10.58%-4.4pp | 14.41%-8.2pp | 13.95%-7.7pp |
| Employer contribution / active EE | $23,914 | $37,352-36.0% | $45,283-47.2% | $16,598+44.1% |
| Participant deferral / active EE | $0 | $115-100.0% | $125-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $9,941-100.0% | $612-100.0% |