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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $88,452 |
CAMMACK LARHETTE ADVISORS2+ years Service code 16 · EIN 20-4668732 | Consulting | $31,500 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 16 · EIN 33-0818667 | Consulting | $21,345 |
CARON & BLETZER, PLLC2+ years Service code 10 · EIN 04-3499945 | Accounting | $11,000 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $684 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $130,987 | $36,916+254.8% | $156,551-16.3% | $57,658+127.2% |
| Participation rate | 95.4% | 63.4%+32.0pp | 84.0%+11.4pp | 70.2%+25.2pp |
| Annual return | 8.52% | 12.38%-3.9pp | 32.23%-23.7pp | 5.13%+3.4pp |
| Employer contribution / active EE | $6,946 | $1,571+342.3% | $5,501+26.3% | $1,974+251.9% |
| Participant deferral / active EE | $9,461 | $1,926+391.3% | $4,871+94.2% | $3,061+209.1% |
| Admin fee / account holder | $169 | $82+105.1% | $13,028-98.7% | $95+79.0% |