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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.9+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $35,297 |
Filed as: MCGRIFF INSURANCE SERVICES INC Service code 28 · EIN 56-1623293 | Investment Management | $28,125 |
PRECEPT ADVISORY GROUP1 year Service code 28 · EIN 56-1623293 | Investment Management | $9,375 |
HIGHTOWER ADVISORS LLC3 years Service code 26 · EIN 36-4500709 | Advisory (Participants) | $6,699 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $346 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,230 | $89,282+94.0% | $94,664+83.0% | $74,460+132.6% |
| Participation rate | 84.0% | 82.4%+1.6pp | 80.8%+3.2pp | 70.7%+13.3pp |
| Annual return | 21.23% | 25.96%-4.7pp | 156.84%-135.6pp | 34.38%-13.1pp |
| Employer contribution / active EE | $7,715 | $3,022+155.2% | $3,673+110.0% | $2,638+192.4% |
| Participant deferral / active EE | $11,654 | $8,425+38.3% | $7,417+57.1% | $4,530+157.3% |
| Admin fee / account holder | $102 | $219-53.2% | $7,222-98.6% | $348-70.6% |