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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Float revenue; Par... | $91,620 |
FORVIS, LLP1 year Filed as: FORVIS WEALTH ADVISORS LLC Service code 33 · EIN 43-1815436 | Securities brokerage commissions and ... | $5,091 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $688 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,342 | $45,000-45.9% | $143,799-83.1% | $77,906-68.8% |
| Participation rate | 92.1% | 66.8%+25.3pp | 80.3%+11.8pp | 73.7%+18.4pp |
| Annual return | -15.38% | 29.03%-44.4pp | -0.04%-15.3pp | 12.16%-27.5pp |
| Employer contribution / active EE | $439 | $1,870-76.5% | $4,952-91.1% | $2,846-84.6% |
| Participant deferral / active EE | $3,445 | $3,157+9.1% | $5,638-38.9% | $4,805-28.3% |
| Admin fee / account holder | $36 | $98-63.2% | $14,677-99.8% | $133-72.7% |