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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRIVATE ADVISOR GROUP Service code 27 65 MADISON AVENUE · MORRISTOWN, NJ 07960 | Advisory (Plan) | $66,275 |
Filed as: CHARLES SCHWAB TRUST CO Service code 65 211 MAIN STREET · SAN FRANCISCO, CA 941051901 | Account Maintenance | $53,212 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $14,663 |
E.R.I.S.A., INC.1 year Service code 99 · EIN 36-3180571 5215 OLD ORCHARD RD, SUITE 1200 · SKOKIE, IL 60077 | Other Fees | $6,024 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,749 | $107,378-54.6% | $108,582-55.1% | $57,658-15.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 79.6%+20.4pp | 70.2%+29.8pp |
| Annual return | 6.83% | 12.80%-6.0pp | -51.70%+58.5pp | 5.13%+1.7pp |
| Employer contribution / active EE | $3,159 | $1,782+77.3% | $3,758-15.9% | $1,974+60.1% |
| Participant deferral / active EE | $3,621 | $3,221+12.4% | $4,311-16.0% | $3,061+18.3% |
| Admin fee / account holder | $291 | $108+168.6% | $7,645-96.2% | $95+208.3% |