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| Provider | Service type | Compensation |
|---|---|---|
GREGORY J SCHWARTZ & COMPANY INC9+ years Filed as: GREGORY J. SCHWARTZ & CO., INC. Service code 26 · EIN 38-2117812 | Advisory (Participants) | $32,377 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $31,539 |
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 | $101,348 | $71,534+41.7% | $98,462+2.9% | $71,529+41.7% |
| Participation rate | 98.9% | 72.7%+26.2pp | 75.2%+23.7pp | 67.9%+31.0pp |
| Annual return | 15.76% | 32.44%-16.7pp | 21.17%-5.4pp | 28.97%-13.2pp |
| Employer contribution / active EE | $3,708 | $2,399+54.6% | $3,049+21.6% | $2,590+43.2% |
| Participant deferral / active EE | $3,092 | $4,109-24.7% | $4,738-34.7% | $4,291-27.9% |
| Admin fee / account holder | $203 | $1,677-87.9% | $8,875-97.7% | $1,588-87.2% |