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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $1,475,936 |
PUGH CAPITAL1+ years Filed as: PUGH & COMPANY BENEFIT CONSULTANTS, Service code 10 · EIN 62-1757444 | Accounting | $56,400 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $44,171 |
WUNDERLICH SECURITIES, INC.2+ years Filed as: WUNDERLICH SECURITIES INC Service code 28 · EIN 62-1518255 | Investment Management | $14,580 |
C G HUGHES COMPANY LLC2+ years Service code 26 · EIN 11-3452427 | Advisory (Participants) | $7,629 |
ALTIUM WEALTH MANAGEMENT LLC2+ years Service code 26 · EIN 27-2941375 | Advisory (Participants) | $7,418 |
AMERICAN FUNDS2+ years Filed as: MEYER CAPITAL GROUP Service code 26 · EIN 22-2921395 | Advisory (Participants) | $6,181 |
TRANSITIONS WEALTH MGMT LLC1+ years Service code 26 · EIN 84-1483103 | Advisory (Participants) | $6,134 |
HALLMARK CAPITAL MANAGEMENT, INC2+ years Filed as: HALLMARK CAPITAL MANAGEMENT IN Service code 26 · EIN 22-3737470 | Advisory (Participants) | $5,624 |
HERITAGE INVESTMENT GROUP2+ years Service code 26 · EIN 65-0414452 | Advisory (Participants) | $5,355 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,672 | $49,270-13.4% | $156,549-72.7% | $329,111-87.0% |
| Participation rate | 66.4% | 68.1%-1.8pp | 84.0%-17.7pp | 67.9%-1.5pp |
| Annual return | 11.66% | 23.25%-11.6pp | 32.23%-20.6pp | 16.35%-4.7pp |
| Employer contribution / active EE | $595 | $1,534-61.2% | $5,501-89.2% | $2,303-74.2% |
| Participant deferral / active EE | $4,034 | $2,920+38.2% | $4,871-17.2% | $3,682+9.6% |
| Admin fee / account holder | $115 | $51+127.3% | $13,027-99.1% | $754-84.8% |