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| Provider | Service type | Compensation |
|---|---|---|
GLASSY MOUNTAIN ADVISORS INC3 years Service code 26 · EIN 86-3603200 | Advisory (Participants) | $59,069 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $48,459 |
KINGFISHER CAPITAL LLC9+ years Service code 26 · EIN 26-4831865 | Advisory (Participants) | $27,971 |
BRAGG FINANCIAL ADVISORS2 years Filed as: BRAGG FINANCIAL ADVISORS INC Service code 26 · EIN 56-1790097 | Advisory (Participants) | $23,996 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $1,056 |
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.)
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 | $577,840 | $91,439+531.9% | $135,974+325.0% | $71,511+708.0% |
| Participation rate | 93.1% | 75.7%+17.4pp | 81.9%+11.2pp | 67.9%+25.2pp |
| Annual return | 16.80% | 29.90%-13.1pp | 68.30%-51.5pp | 28.86%-12.1pp |
| Employer contribution / active EE | $20,175 | $3,705+444.6% | $4,859+315.2% | $2,589+679.2% |
| Participant deferral / active EE | $13,930 | $7,093+96.4% | $7,760+79.5% | $4,291+224.7% |
| Admin fee / account holder | $550 | $1,267-56.6% | $10,767-94.9% | $1,588-65.4% |