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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $64,796 |
CLAYTON FINANCIAL GROUP, LLC4 years Filed as: CLAYTON FINANCIAL GROUP Service code 27 · EIN 47-3829020 | Advisory (Plan) | $31,913 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $10,476 |
CHARLES SCHWAB & CO., INC.6 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,727 | $92,055-37.3% | $106,213-45.6% | $77,643-25.7% |
| Participation rate | 91.5% | 81.0%+10.5pp | 75.3%+16.2pp | 70.6%+20.9pp |
| Annual return | 10.13% | 17.91%-7.8pp | 116.14%-106.0pp | 31.24%-21.1pp |
| Employer contribution / active EE | $1,223 | $3,367-63.7% | $3,171-61.4% | $2,726-55.1% |
| Participant deferral / active EE | $3,923 | $5,386-27.2% | $5,016-21.8% | $4,647-15.6% |
| Admin fee / account holder | $256 | $219+16.8% | $11,033-97.7% | $430-40.6% |