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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Distribution (12b... | $799,377 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $243,197 |
CAMMACK LARHETTE ADVISORS7+ years Service code 16 · EIN 20-4668732 | Consulting | $105,000 |
CARON & BLETZER, PLLC7+ years Service code 10 · EIN 04-3499945 | Accounting | $15,000 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,095 | $67,512+73.4% | $185,854-37.0% | $93,010+25.9% |
| Participation rate | 97.6% | 67.1%+30.5pp | 81.7%+15.9pp | 73.9%+23.7pp |
| Annual return | 14.72% | 21.04%-6.3pp | 122.12%-107.4pp | 158.70%-144.0pp |
| Employer contribution / active EE | $2,918 | $1,783+63.7% | $5,169-43.5% | $2,705+7.9% |
| Participant deferral / active EE | $6,733 | $3,035+121.8% | $5,569+20.9% | $4,561+47.6% |
| Admin fee / account holder | $173 | $318-45.5% | $16,246-98.9% | $152+14.2% |