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| Provider | Service type | Compensation |
|---|---|---|
GLASSY MOUNTAIN ADVISORS INC4 years Service code 26 · EIN 86-3603200 | Advisory (Participants) | $68,790 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $53,307 |
KINGFISHER CAPITAL LLC10+ years Service code 26 · EIN 26-4831865 | Advisory (Participants) | $31,303 |
BRAGG FINANCIAL ADVISORS3 years Filed as: BRAGG FINANCIAL ADVISORS INC Service code 26 · EIN 56-1790097 | Advisory (Participants) | $31,168 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $674 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $649,013 | $106,264+510.8% | $147,117+341.2% | $77,762+734.6% |
| Participation rate | 93.4% | 78.4%+14.9pp | 82.2%+11.2pp | 70.6%+22.8pp |
| Annual return | 13.95% | 56.94%-43.0pp | 420.54%-406.6pp | 31.27%-17.3pp |
| Employer contribution / active EE | $20,404 | $4,074+400.8% | $4,932+313.7% | $2,728+647.9% |
| Participant deferral / active EE | $13,662 | $8,003+70.7% | $8,065+69.4% | $4,651+193.8% |
| Admin fee / account holder | $618 | $334+84.7% | $12,993-95.2% | $433+42.7% |