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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 83-0331917 | Advisory (Participants) | $9,507 |
Filed as: INTERWEALTH MANAGEMENT, LLC Service code 26 · EIN 27-4375375 | Advisory (Participants) | $9,363 |
Filed as: AT INVESTMENT ADVISERS, INC. Service code 26 · EIN 20-0822261 | Advisory (Participants) | $8,748 |
LAKE PARTNERS, INC.1 year Service code 26 · EIN 06-1258811 | Advisory (Participants) | $6,101 |
Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $3,547 |
Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $302,530 | $155,795+94.2% | $136,298+122.0% | $69,634+334.5% |
| Participation rate | 85.6% | 75.2%+10.3pp | 81.9%+3.6pp | 70.7%+14.9pp |
| Annual return | 14.42% | 232464.33%-232449.9pp | 5156.27%-5141.9pp | 27572.26%-27557.8pp |
| Employer contribution / active EE | $19,391 | $2,991+548.3% | $4,696+313.0% | $2,032+854.2% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $178 | $128+38.7% | $9,244-98.1% | $110+61.1% |