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| Provider | Service type | Compensation |
|---|---|---|
MILLER RUSSELL ASSOCIATES1+ years Filed as: MILLER RUSSELL & ASSOCIATES Service code 51 · EIN 86-0679109 | Investment Mgmt Fees | $35,992 |
REID, SAHM, ISAACS & SCHMELZLEN1+ years Service code 10 · EIN 33-0525120 | Accounting | $13,150 |
TRI-AD ACTUARIES, INC.1+ years Service code 11 · EIN 95-2887986 | Actuarial | $9,177 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 45-1558009 | Securities Custodian | $7,795 |
SELTZER CAPTAIN MCMOHAN VITEK1+ years Service code 29 · EIN 95-2665305 | Legal | $5,258 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,677-100.0% | $115,507-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.8%-42.8pp | 3.6%-3.6pp |
| Annual return | 1.04% | 4.65%-3.6pp | 4.07%-3.0pp | 11.88%-10.8pp |
| Employer contribution / active EE | $4,525 | $13,858-67.3% | $45,149-90.0% | $14,612-69.0% |
| Participant deferral / active EE | $0 | $136-100.0% | $92-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $203,571-100.0% | $637-100.0% |