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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $44,461 |
REGENT PEAK WEALTH ADVISORS2 years Filed as: REGENTATLANTIC CAPITAL LLC Service code 16 · EIN 22-3822194 | Consulting | $39,572 |
PKF O'CONNOR DAVIES, LLP1 year Service code 10 · EIN 27-1728945 | Accounting | $19,173 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $535 |
CAMMACK LARHETTE ADVISORS3 years Filed as: CAMMACK LARHETTE ADVISORS, LLC Service code 16 · EIN 20-4668732 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES4+ 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.
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 | $68,302 | $39,898+71.2% | $121,220-43.7% | $55,725+22.6% |
| Participation rate | 52.3% | 61.2%-8.9pp | 71.8%-19.5pp | 70.9%-18.6pp |
| Annual return | -4.36% | -0.96%-3.4pp | 16.94%-21.3pp | 244.93%-249.3pp |
| Employer contribution / active EE | $1,524 | $1,295+17.7% | $4,023-62.1% | $2,078-26.6% |
| Participant deferral / active EE | $2,695 | $2,439+10.5% | $3,345-19.4% | $3,356-19.7% |
| Admin fee / account holder | $86 | $95-9.2% | $5,021-98.3% | $115-25.0% |