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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS1+ years Service code 16 · EIN 20-4668732 | Consulting | $23,625 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 16 · EIN 33-0818667 | Consulting | $15,672 |
CARON & BLETZER, PLLC1+ years Service code 10 · EIN 04-3499945 | Accounting | $10,710 |
Service code 12 · EIN 13-3689044 | Claims processing; Investment managem... | $1,596 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $134,535 | $37,117+262.5% | $147,617-8.9% | $55,191+143.8% |
| Participation rate | 94.3% | 63.6%+30.7pp | 84.6%+9.7pp | 69.2%+25.2pp |
| Annual return | 1.72% | 3.44%-1.7pp | 61.98%-60.3pp | 10.78%-9.1pp |
| Employer contribution / active EE | $3,985 | $1,620+145.9% | $5,564-28.4% | $1,899+109.9% |
| Participant deferral / active EE | $9,462 | $1,985+376.6% | $4,895+93.3% | $3,046+210.6% |
| Admin fee / account holder | $85 | $86-0.8% | $11,612-99.3% | $91-6.5% |