Filed November 24, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Participant commun... | $334,925 |
CROWELL WEEDON & CO3 years Service code 27 · EIN 81-0139474 | Advisory (Plan) | $5,667 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,299 |
Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,121 | $105,179+56.0% | $64,110+156.0% | $80,187+104.7% |
| Participation rate | 60.9% | 73.5%-12.6pp | 72.3%-11.4pp | 72.9%-12.0pp |
| Annual return | 17.41% | 20.34%-2.9pp | 33.75%-16.3pp | 40.40%-23.0pp |
| Employer contribution / active EE | $5,400 | $3,311+63.1% | $2,751+96.3% | $2,980+81.2% |
| Participant deferral / active EE | $5,712 | $4,020+42.1% | $3,883+47.1% | $5,016+13.9% |
| Admin fee / account holder | $119 | $113+5.2% | $3,071-96.1% | $145-17.8% |