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| Provider | Service type | Compensation |
|---|---|---|
MCGRIFF INSURANCE SERVICES4 years Filed as: MCGRIFF INSURANCE SERVICES INC. Service code 28 · EIN 56-1623293 | Investment Management | $37,500 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $13,123 |
HIGHTOWER ADVISORS LLC2 years Service code 26 · EIN 36-4500709 | Advisory (Participants) | $6,303 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $573 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,373 | $64,612+125.0% | $86,436+68.2% | $64,808+124.3% |
| Participation rate | 80.8% | 81.5%-0.6pp | 80.3%+0.5pp | 71.5%+9.4pp |
| Annual return | -18.38% | 0.66%-19.0pp | 4394.89%-4413.3pp | 32.82%-51.2pp |
| Employer contribution / active EE | $3,583 | $2,744+30.6% | $3,769-4.9% | $2,506+43.0% |
| Participant deferral / active EE | $11,091 | $7,497+47.9% | $6,952+59.5% | $4,310+157.3% |
| Admin fee / account holder | $91 | $169-45.9% | $6,731-98.6% | $188-51.3% |