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| Provider | Service type | Compensation |
|---|---|---|
Filed as: REGENTATLANTIC CAPITAL LLC Service code 16 · EIN 22-3822194 | Consulting | $49,508 |
Service code 12 · EIN 13-3689044 | Participant loan processing; Recordke... | $40,525 |
CAMMACK LARHETTE ADVISORS2 years Filed as: CAMMACK LARHETTE ADVISORS, LLC Service code 16 · EIN 20-4668732 | Consulting | $32,056 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $569 |
NATIONAL FINANCIAL SERVICES3+ 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 | $88,841 | $45,324+96.0% | $122,354-27.4% | $69,631+27.6% |
| Participation rate | 49.9% | 59.9%-10.0pp | 71.6%-21.7pp | 70.7%-20.8pp |
| Annual return | 16.02% | 25.35%-9.3pp | 30.28%-14.3pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $1,415 | $1,230+15.1% | $4,051-65.1% | $2,032-30.4% |
| Participant deferral / active EE | $2,595 | $2,367+9.6% | $3,287-21.0% | $3,224-19.5% |
| Admin fee / account holder | $82 | $87-5.3% | $5,479-98.5% | $110-25.4% |