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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $50,000 |
OLSHAN FROME WOLOSKY LLP1+ years Filed as: OLSHAN GRUNDMAN FROME ROSENZWEIG & Service code 29 · EIN 13-1978173 | Legal | $38,481 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $32,391 |
BECHER DELLA TORRE GITTO & CO.1+ years Filed as: BECHER DELLA TORRE GITTO & CO Service code 10 · EIN 22-2625944 | Accounting | $16,975 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $3,450 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,620 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 | Shareholder Servicing | $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 | $43,315 | $62,324-30.5% | $68,509-36.8% | $55,191-21.5% |
| Participation rate | 93.6% | 78.9%+14.7pp | 74.7%+18.9pp | 69.2%+24.4pp |
| Annual return | 6.54% | 4.26%+2.3pp | 8.27%-1.7pp | 10.78%-4.2pp |
| Employer contribution / active EE | $1,514 | $2,223-31.9% | $2,278-33.5% | $1,899-20.3% |
| Participant deferral / active EE | $5,755 | $3,425+68.0% | $3,382+70.2% | $3,046+88.9% |
| Admin fee / account holder | $91 | $910% | $5,275-98.3% | $91+0.7% |