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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $85,801 |
AMERICAN REALTY ADVISORS10+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 28 · EIN 55-0672859 | Investment Management | $36,465 |
ATLANTA CAPITAL MANAGEMENT2 years Filed as: ATLANTA CONSULTING GROUP Service code 28 · EIN 59-1237041 | Investment Management | $28,838 |
Service code 28 · EIN 06-0566050 | Investment Management | $26,335 |
GRAY, GRAY & GRAY10+ years Filed as: GRAY GRIFFITH AND MAYS AC Service code 10 · EIN 55-0621482 | Accounting | $9,941 |
JOHN F. DASCOLI, PLLC1 year Filed as: JOHN F DASCOLI PLLC Service code 29 · EIN 20-5780253 | Legal | $8,590 |
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 | $178,091 | $82,979+114.6% | $102,412+73.9% | $77,736+129.1% |
| Participation rate | 91.5% | 71.5%+20.0pp | 74.5%+17.0pp | 70.6%+21.0pp |
| Annual return | 13.50% | 19.11%-5.6pp | 24.94%-11.4pp | 31.26%-17.8pp |
| Employer contribution / active EE | $6,149 | $3,554+73.0% | $3,870+58.9% | $2,728+125.4% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $345 | $639-46.0% | $8,388-95.9% | $433-20.5% |