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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $33,255 |
PARK STERLING BANK1 year Service code 28 · EIN 20-5560515 | Investment Management | $13,055 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $6,031 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $1,433 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
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 | $311,212 | $55,453+461.2% | $170,435+82.6% | $62,293+399.6% |
| Participation rate | 99.0% | 66.4%+32.6pp | 83.6%+15.4pp | 69.5%+29.4pp |
| Annual return | 15.35% | 21.38%-6.0pp | 205.94%-190.6pp | 28.90%-13.5pp |
| Employer contribution / active EE | $12,694 | $2,164+486.7% | $5,432+133.7% | $2,042+521.5% |
| Participant deferral / active EE | $7,963 | $2,303+245.8% | $4,939+61.2% | $3,169+151.3% |
| Admin fee / account holder | $252 | $455-44.7% | $13,881-98.2% | $479-47.5% |