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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 11-2301188 211 BROADWAY · LYNBROOK, NY 11563 | Actuarial | $22,330 |
CHARLES SCHWAB & CO., INC.2 years Filed as: HOOD & STRONG LLP Service code 10 · EIN 94-1254756 275 BATTERY STREET · SAN FRANCISCO, CA 94111 | Accounting | $0 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 33 · EIN 23-2384840 ONE N. JEFFERSON · ST. LOUIS, MO 63103 | Securities brokerage | $0 |
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Participant contribution per participant 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 | $111,284-100.0% | $369,410-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 29.4%-29.4pp | 8.4%-8.4pp |
| Annual return | 24.26% | 9.11%+15.2pp | 8.29%+16.0pp | 18.35%+5.9pp |
| Employer contribution / active EE | $25,000 | $12,190+105.1% | $40,774-38.7% | $14,669+70.4% |
| Participant deferral / active EE | $0 | $9-100.0% | $26-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $997-100.0% | $4,495-100.0% | $9,141-100.0% |