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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $107,257 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 28 · EIN 59-1237041 | Investment Management | $39,907 |
AMERICAN REALTY ADVISORS8+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 28 · EIN 55-0672859 | Investment Management | $21,819 |
PEOPLES BANK2 years Filed as: PEOPLES BANK NATIONAL ASSOCIAT Service code 28 · EIN 31-1398962 | Investment Management | $11,008 |
Filed as: ATLANTA CONSULTING GROUP ADVIS Service code 28 · EIN 81-5358976 | Investment Management | $10,681 |
JOHN F. DASCOLI, PLLC3 years Filed as: JOHN F.DASCOLI,PLLC Service code 29 · EIN 20-5780253 | Legal | $8,827 |
GRAY, GRAY & GRAY8+ years Filed as: GRAY GRIFFITH AND MAYS AC Service code 10 · EIN 55-0621482 | Accounting | $8,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,437 | $106,236+36.9% | $112,258+29.6% | $64,814+124.4% |
| Participation rate | 91.7% | 71.7%+20.0pp | 75.1%+16.6pp | 71.5%+20.2pp |
| Annual return | -18.10% | -6.02%-12.1pp | 27.47%-45.6pp | 32.84%-50.9pp |
| Employer contribution / active EE | $6,587 | $3,166+108.0% | $3,636+81.2% | $2,507+162.8% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $335 | $452-25.9% | $6,411-94.8% | $188+78.2% |