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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $77,518 |
ATLANTA CAPITAL MANAGEMENT3 years Filed as: ATLANTA CONSULTING GROUP Service code 28 · EIN 59-1237041 | Investment Management | $43,515 |
AMERICAN REALTY ADVISORS11+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 10 · EIN 55-0672859 | Accounting | $23,057 |
Filed as: GRAY GRIFFITH AND MAYS Service code 10 · EIN 55-0621482 | Accounting | $11,142 |
Service code 28 · EIN 06-0566050 | Investment Management | $11,010 |
JOHN F. DASCOLI, PLLC2 years Filed as: JOHN F DASCOLI PLLC Service code 29 · EIN 20-5780253 | Legal | $6,304 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,217 | $92,224+106.3% | $105,223+80.8% | $79,634+138.9% |
| Participation rate | 91.1% | 69.2%+22.0pp | 75.0%+16.1pp | 62.5%+28.6pp |
| Annual return | 14.46% | 88.65%-74.2pp | 180.65%-166.2pp | 36.46%-22.0pp |
| Employer contribution / active EE | $7,852 | $3,965+98.0% | $3,689+112.9% | $2,529+210.5% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $359 | $1,121-68.0% | $8,859-95.9% | $1,002-64.2% |