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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Finders' fees / pl... | $165,261 |
CHERRY BEKAERT LLP1 year Service code 10 · EIN 56-0574444 | Accounting | $30,397 |
MCM CPAS & ADVISORS LLP6 years Service code 10 · EIN 27-1235638 | Accounting | $9,800 |
Service code 33 · EIN 84-4771850 | Securities brokerage; Securities brok... | $5,694 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $295 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,740 | $122,128+16.1% | $147,080-3.6% | $199,960-29.1% |
| Participation rate | 79.3% | 78.2%+1.1pp | 82.2%-2.9pp | 72.0%+7.3pp |
| Annual return | 13.44% | 30.58%-17.1pp | 420.17%-406.7pp | 34.28%-20.8pp |
| Employer contribution / active EE | $1,693 | $4,093-58.6% | $4,933-65.7% | $3,036-44.2% |
| Participant deferral / active EE | $6,302 | $8,484-25.7% | $8,066-21.9% | $5,087+23.9% |
| Admin fee / account holder | $148 | $180-17.4% | $12,989-98.9% | $269-44.9% |