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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $137,361 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT Service code 28 · EIN 33-0905143 | Investment Management | $32,000 |
SUTTON FROST CARY LLP9+ years Service code 10 · EIN 75-2593210 | Accounting | $22,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,001 | $99,212+131.8% | $96,564+138.2% | $74,478+208.8% |
| Participation rate | 97.5% | 80.7%+16.8pp | 76.0%+21.5pp | 70.7%+26.7pp |
| Annual return | 20.88% | 22.40%-1.5pp | 25.89%-5.0pp | 34.37%-13.5pp |
| Employer contribution / active EE | $4,424 | $2,569+72.2% | $2,967+49.1% | $2,637+67.8% |
| Participant deferral / active EE | $15,843 | $4,938+220.8% | $4,852+226.5% | $4,530+249.7% |
| Admin fee / account holder | $99 | $225-56.0% | $8,256-98.8% | $347-71.5% |