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| Provider | Service type | Compensation |
|---|---|---|
NYHART1 year Service code 11 · EIN 39-0966414 | Actuarial | $63,232 |
Service code 11 · EIN 13-3689044 | Actuarial | $29,479 |
Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $17,637 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $35,636-100.0% | $115,939-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.8%-1.8pp |
| Annual return | 4.09% | 4.82%-0.7pp | 3.97%+0.1pp | 7.18%-3.1pp |
| Employer contribution / active EE | $6,512 | $12,725-48.8% | $28,168-76.9% | $13,095-50.3% |
| Participant deferral / active EE | $0 | $526-100.0% | $274-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,837-100.0% | $362-100.0% |