Filed April 23, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT DIRECT3 years Service code 64 · EIN 91-2076699 11120 TREYNORTH DRIVE · CORNELIUS, NC 28031 | Recordkeeping Fees | $6,278 |
CHARLES SCHWAB & CO., INC.4 years Service code 19 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,883 | $121,341+9.5% | $189,513-29.9% | $79,386+67.4% |
| Participation rate | 98.1% | 86.1%+12.0pp | 87.8%+10.3pp | 70.7%+27.4pp |
| Annual return | 16.21% | 21.08%-4.9pp | 555.15%-538.9pp | 116.85%-100.6pp |
| Employer contribution / active EE | $6,460 | $3,915+65.0% | $6,162+4.8% | $2,427+166.1% |
| Participant deferral / active EE | $6,127 | $6,395-4.2% | $8,221-25.5% | $4,046+51.4% |
| Admin fee / account holder | $95 | $651-85.4% | $12,045-99.2% | $626-84.9% |