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| Provider | Service type | Compensation |
|---|---|---|
AT RETIREMENT SERVICES, LLC4+ years Filed as: H&H RETIREMENT SERVICES Service code 15 · EIN 20-0346540 | Recordkeeping | $62,820 |
Filed as: H&H INVESTMENT SERVICES Service code 27 · EIN 06-1461865 | Advisory (Plan) | $21,473 |
DENNIS KAY1 year Service code 27 · EIN 11-0364886 | Advisory (Plan) | $5,000 |
CHARLES SCHWAB & CO., INC.4+ years Service code 21 · EIN 94-1737782 | Bank Trustee | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,693 | $65,223-28.4% | $80,022-41.6% | $55,725-16.2% |
| Participation rate | 44.6% | 80.6%-35.9pp | 75.8%-31.2pp | 70.9%-26.2pp |
| Annual return | -4.90% | 7.59%-12.5pp | 11.22%-16.1pp | 244.93%-249.8pp |
| Employer contribution / active EE | $1,142 | $2,544-55.1% | $2,468-53.7% | $2,078-45.1% |
| Participant deferral / active EE | $2,122 | $3,881-45.3% | $3,686-42.4% | $3,356-36.8% |
| Admin fee / account holder | $183 | $114+59.9% | $6,521-97.2% | $115+58.5% |