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| Provider | Service type | Compensation |
|---|---|---|
REGENT PEAK WEALTH ADVISORS1+ years Filed as: REGENT ATLANTIC CAPITAL, LLC Service code 16 · EIN 22-3822194 | Consulting | $44,705 |
CAMMACK LARHETTE ADVISORS1+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC. Service code 16 2 RECTOR STREET · NEW YORK, NY 10006 | Consulting | $34,956 |
Service code 12 · EIN 13-3689044 | Participant communication; Finders' f... | $2,236 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $802 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $76,198 | $47,078+61.9% | $100,671-24.3% | $55,191+38.1% |
| Participation rate | 51.8% | 58.0%-6.3pp | 70.7%-18.9pp | 69.2%-17.4pp |
| Annual return | -1.26% | 0.65%-1.9pp | 20.43%-21.7pp | 10.78%-12.0pp |
| Employer contribution / active EE | $1,523 | $1,065+42.9% | $4,012-62.0% | $1,899-19.8% |
| Participant deferral / active EE | $2,832 | $2,038+39.0% | $3,144-9.9% | $3,046-7.0% |
| Admin fee / account holder | $5 | $153-97.0% | $4,850-99.9% | $91-94.9% |