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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREGORY J SCHWARTZ & CO INC Service code 27 · EIN 38-2117812 | Advisory (Plan) | $8,969 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,446 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,877 | $73,638-32.3% | $108,405-54.0% | $79,389-37.2% |
| Participation rate | 96.2% | 77.4%+18.9pp | 80.1%+16.1pp | 70.7%+25.5pp |
| Annual return | 21.13% | 33.27%-12.1pp | 905.55%-884.4pp | 116.89%-95.8pp |
| Employer contribution / active EE | $4,665 | $2,397+94.6% | $3,559+31.1% | $2,428+92.1% |
| Participant deferral / active EE | $8,845 | $6,218+42.2% | $6,563+34.8% | $4,046+118.6% |
| Admin fee / account holder | $115 | $638-81.9% | $7,297-98.4% | $626-81.6% |