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| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.1 year Service code 15 · EIN 35-0500670 | Recordkeeping | $35,920 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 27 2423 E. LINCOLN DRIVE · PHOENIX, AZ 85016 | Advisory (Plan) | $30,774 |
HARBOR1 year Filed as: HARBOR CAPITAL MANAGEMENT INC. Service code 27 831 E MOREHEAD ST. · CHARLOTTE, NC 28202 | Advisory (Plan) | $18,258 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 27 6000 FAIRVIEW ROAD SUITE 800 · CHARLOTTE, NC 28210 | Advisory (Plan) | $15,901 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 6805 MORRISON BLVD. SUITE 400 · CHARLOTTE, NC 28211 | Advisory (Plan) | $15,334 |
Filed as: MERRILL LYNCH Service code 27 8015 W. KENTON CIRCLE SUITE 200 · HUNTERSVILLE, NC 28078 | Advisory (Plan) | $10,664 |
MATRIX TRUST COMPANY3+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Custodial (securities); Sub-transfer ... | $9,393 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S. TRYON STREET · CHARLOTTE, NC 28202 | Advisory (Plan) | $7,935 |
PROVIDENCE CAPITAL ADVISORS2 years Filed as: PROVIDENCE Service code 27 4500 CAMERON VALLEY PARKWAY · CHARLOTTE, NC 28211 | Advisory (Plan) | $5,897 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,114 | $55,453+268.1% | $170,442+19.8% | $62,292+227.7% |
| Participation rate | 90.8% | 66.4%+24.5pp | 83.6%+7.2pp | 69.5%+21.3pp |
| Annual return | 17.79% | 21.38%-3.6pp | 205.93%-188.1pp | 28.90%-11.1pp |
| Employer contribution / active EE | $10,447 | $2,164+382.8% | $5,433+92.3% | $2,042+411.5% |
| Participant deferral / active EE | $5,976 | $2,303+159.5% | $4,939+21.0% | $3,169+88.6% |
| Admin fee / account holder | $1,190 | $455+161.5% | $13,880-91.4% | $479+148.3% |