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| Provider | Service type | Compensation |
|---|---|---|
REGENT PEAK WEALTH ADVISORS2+ years Filed as: REGENT ATLANTIC CAPITAL, LLC Service code 16 · EIN 22-3822194 | Consulting | $44,633 |
Service code 12 · EIN 13-3689044 | Investment management; Finders' fees ... | $29,907 |
Filed as: CAMMACK LARHETTE ADVISORS, LLC Service code 16 · EIN 20-4668732 | Consulting | $20,937 |
CAMMACK LARHETTE ADVISORS2+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC. Service code 16 40 WALL STREET · NEW YORK, NY 10005 | Consulting | $17,191 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $849 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $81,186 | $41,281+96.7% | $109,313-25.7% | $57,658+40.8% |
| Participation rate | 51.9% | 59.3%-7.4pp | 71.3%-19.4pp | 70.2%-18.3pp |
| Annual return | 9.56% | 8.97%+0.6pp | 22.07%-12.5pp | 5.13%+4.4pp |
| Employer contribution / active EE | $1,532 | $1,201+27.5% | $3,892-60.6% | $1,974-22.4% |
| Participant deferral / active EE | $2,733 | $2,223+22.9% | $3,166-13.7% | $3,061-10.7% |
| Admin fee / account holder | $62 | $75-17.5% | $5,666-98.9% | $95-34.3% |