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| Provider | Service type | Compensation |
|---|---|---|
WMS PARTNERS, LLC1 year Service code 26 · EIN 52-1852466 | Advisory (Participants) | $68,203 |
BRIDGEWATER3 years Filed as: BRIDGEWATER ADVISORS INC Service code 26 · EIN 13-3666115 | Advisory (Participants) | $17,616 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $12,644 |
Service code 26 · EIN 82-1531856 | Advisory (Participants) | $6,776 |
Filed as: CORBYN INVESTMENT MANAGEMENT INC Service code 26 · EIN 52-0964322 | Advisory (Participants) | $6,512 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $4,862 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $383,217 | $100,801+280.2% | $149,751+155.9% | $73,415+422.0% |
| Participation rate | 39.4% | 77.7%-38.3pp | 82.5%-43.1pp | 72.2%-32.8pp |
| Annual return | 12.34% | 265.34%-253.0pp | 276.71%-264.4pp | 59.30%-47.0pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,646-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $6,131 | $6,404-4.3% | $6,843-10.4% | $3,806+61.1% |
| Admin fee / account holder | $12 | $181-93.1% | $9,312-99.9% | $158-92.1% |