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| Provider | Service type | Compensation |
|---|---|---|
GREGORY J SCHWARTZ & COMPANY INC10+ years Filed as: GREGORY J. SCHWARTZ & CO., INC. Service code 26 · EIN 38-2117812 | Advisory (Participants) | $56,475 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,248 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $4,900 |
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 | $87,767 | $78,636+11.6% | $105,607-16.9% | $74,459+17.9% |
| Participation rate | 93.3% | 72.8%+20.5pp | 75.3%+18.0pp | 67.2%+26.1pp |
| Annual return | 13.73% | 15.96%-2.2pp | 116.11%-102.4pp | 1369.70%-1356.0pp |
| Employer contribution / active EE | $2,852 | $2,523+13.0% | $3,167-9.9% | $2,626+8.6% |
| Participant deferral / active EE | $2,487 | $4,322-42.5% | $5,011-50.4% | $4,350-42.8% |
| Admin fee / account holder | $245 | $2,220-88.9% | $10,958-97.8% | $1,945-87.4% |