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| Provider | Service type | Compensation |
|---|---|---|
STOUT, CAUSEY & HORNING, P.A.1+ years Service code 10 · EIN 52-1743645 | Accounting | $20,460 |
ROCATON INVESTMENT ADVISORS, LLC1+ years Service code 28 · EIN 04-3638035 | Investment Management | $9,265 |
THOMA CAPITAL MANAGEMENT LLC1+ years Service code 26 · EIN 52-2153736 | Advisory (Participants) | $8,956 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $5,700 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $756 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,465 | $227,989-77.0% | $115,038-54.4% | - |
| Participation rate | 68.7% | 70.4%-1.7pp | 81.4%-12.7pp | - |
| Annual return | -19.83% | -2.26%-17.6pp | 26.14%-46.0pp | - |
| Employer contribution / active EE | $0 | $2,554-100.0% | $4,608-100.0% | - |
| Participant deferral / active EE | $10,476 | $4,560+129.7% | $6,026+73.8% | - |
| Admin fee / account holder | $126 | $24,406-99.5% | $8,175-98.5% | - |