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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREGORY J SCHWARTZ & CO INC Service code 27 · EIN 38-2117812 | Advisory (Plan) | $13,418 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,441 |
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 | $41,923 | $70,486-40.5% | $100,535-58.3% | $79,856-47.5% |
| Participation rate | 93.7% | 73.6%+20.0pp | 79.4%+14.3pp | 69.6%+24.0pp |
| Annual return | 34.44% | 21.90%+12.5pp | 30.90%+3.5pp | 31.71%+2.7pp |
| Employer contribution / active EE | $4,203 | $2,165+94.2% | $3,419+22.9% | $2,471+70.1% |
| Participant deferral / active EE | $9,000 | $5,182+73.7% | $6,271+43.5% | $3,741+140.6% |
| Admin fee / account holder | $160 | $4,480-96.4% | $8,085-98.0% | $5,306-97.0% |