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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP ADVISORY SERVICES LLC Service code 28 · EIN 47-1566880 | Investment Management | $48,000 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $27,518 |
SUTTON FROST CARY LLP5+ years Service code 10 · EIN 75-2593210 | Accounting | $18,500 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO,. INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL 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 | $192,604 | $105,173+83.1% | $87,102+121.1% | $77,775+147.6% |
| Participation rate | 97.8% | 85.8%+12.0pp | 76.9%+20.9pp | 73.2%+24.6pp |
| Annual return | 22.72% | 24.52%-1.8pp | 28.19%-5.5pp | 32.58%-9.9pp |
| Employer contribution / active EE | $4,665 | $2,890+61.4% | $2,521+85.0% | $2,504+86.3% |
| Participant deferral / active EE | $12,106 | $5,048+139.8% | $4,048+199.0% | $3,966+205.3% |
| Admin fee / account holder | $42 | $105-60.0% | $7,493-99.4% | $100-58.2% |