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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $121,405 |
Filed as: ATLANTA CONSULTING GROUP ADVIS Service code 28 · EIN 81-5358976 | Investment Management | $49,121 |
AMERICAN REALTY ADVISORS5+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 28 · EIN 55-0672859 | Investment Management | $17,496 |
Filed as: TRAVELERS CASUALTY & SURETY Service code 28 · EIN 06-6033504 | Investment Management | $9,909 |
GRAY, GRAY & GRAY5+ years Filed as: GRAY GRIFFITH AND MAYS AC Service code 10 · EIN 55-0621482 | Accounting | $8,392 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $172,092 | $66,601+158.4% | $92,903+85.2% | $67,579+154.7% |
| Participation rate | 91.7% | 72.5%+19.2pp | 76.0%+15.7pp | 71.3%+20.4pp |
| Annual return | 20.85% | 92.58%-71.7pp | 109.43%-88.6pp | 378.56%-357.7pp |
| Employer contribution / active EE | $6,172 | $2,775+122.4% | $3,653+69.0% | $2,148+187.4% |
| Participant deferral / active EE | $62 | $3,157-98.1% | $4,238-98.5% | $3,539-98.3% |
| Admin fee / account holder | $342 | $199+72.2% | $5,795-94.1% | $142+140.7% |