Filed November 24, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Direct payment from th... | $367,860 |
CROWELL WEEDON & CO1 year Service code 27 · EIN 81-0139474 | Advisory (Plan) | $6,090 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $919 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $182,816 | $120,057+52.3% | $75,728+141.4% | $93,010+96.6% |
| Participation rate | 61.9% | 77.3%-15.4pp | 74.8%-13.0pp | 73.9%-12.0pp |
| Annual return | 15.29% | 19.62%-4.3pp | 104.66%-89.4pp | 158.70%-143.4pp |
| Employer contribution / active EE | $2,952 | $3,253-9.3% | $2,743+7.6% | $2,705+9.1% |
| Participant deferral / active EE | $5,265 | $4,089+28.8% | $3,820+37.8% | $4,561+15.4% |
| Admin fee / account holder | $141 | $81+72.9% | $3,620-96.1% | $152-7.2% |