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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHNEIDER DOWNS WEALTH MGMT ADV Service code 26 · EIN 25-1857157 | Advisory (Participants) | $31,250 |
BB&T1 year Filed as: BB & T Service code 21 · EIN 56-1368984 | Bank Trustee | $18,309 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $12,347 |
Filed as: SD ADVANTAGE RET SOLUTIONS, LLP Service code 15 · EIN 47-3764076 | Recordkeeping | $12,175 |
Filed as: BB & T INSTITUTIONAL ADVISORS Service code 27 · EIN 57-0956597 | Advisory (Plan) | $8,073 |
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 | $95,540 | $75,388+26.7% | $123,553-22.7% | $55,725+71.4% |
| Participation rate | 91.1% | 75.7%+15.4pp | 82.3%+8.8pp | 70.9%+20.2pp |
| Annual return | -5.05% | 4.48%-9.5pp | 119.21%-124.3pp | 244.93%-250.0pp |
| Employer contribution / active EE | $2,793 | $3,063-8.8% | $4,628-39.6% | $2,078+34.4% |
| Participant deferral / active EE | $6,658 | $5,651+17.8% | $6,426+3.6% | $3,356+98.4% |
| Admin fee / account holder | $157 | $120+30.9% | $9,284-98.3% | $115+36.1% |