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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 | $138,381 |
Filed as: ATLANTA CONSULTING GROUP ADVIS Service code 28 · EIN 81-5358976 | Investment Management | $51,380 |
AMERICAN REALTY ADVISORS6+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 28 · EIN 55-0672859 | Investment Management | $15,105 |
JOHN F. DASCOLI, PLLC1 year Filed as: JOHN F.DASCOLI,PLLC Service code 29 · EIN 20-5780253 | Legal | $10,675 |
Filed as: TRAVELERS CASUALTY & SURETY Service code 28 · EIN 06-6033504 | Investment Management | $9,909 |
GRAY, GRAY & GRAY6+ years Filed as: GRAY GRIFFITH AND MAYS AC Service code 10 · EIN 55-0621482 | Accounting | $7,101 |
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 | $200,367 | $91,517+118.9% | $101,271+97.9% | $73,412+172.9% |
| Participation rate | 91.3% | 73.8%+17.5pp | 75.8%+15.5pp | 72.2%+19.1pp |
| Annual return | 14.60% | 17.17%-2.6pp | 46.48%-31.9pp | 59.30%-44.7pp |
| Employer contribution / active EE | $5,773 | $2,877+100.7% | $3,660+57.7% | $2,234+158.5% |
| Participant deferral / active EE | $34 | $3,338-99.0% | $4,371-99.2% | $3,806-99.1% |
| Admin fee / account holder | $378 | $216+75.0% | $5,948-93.6% | $158+139.3% |