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| Provider | Service type | Compensation |
|---|---|---|
LMCG INVESTMENTS LLC2+ years Service code 26 · EIN 27-0282607 | Advisory (Participants) | $48,824 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC Service code 28 · EIN 53-0181291 | Investment Management | $46,088 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $38,688 |
V M MANNING & CO INC2+ years Service code 26 · EIN 57-0402697 | Advisory (Participants) | $25,120 |
BUCKHEAD CAPITAL MANAGEMENT LLC2+ years Service code 26 · EIN 58-2552872 | Advisory (Participants) | $15,223 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 28 · EIN 52-1868818 | Investment Management | $15,025 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $14,340 |
CALVARY WEALTH LLC1+ years Service code 26 · EIN 20-1157888 | Advisory (Participants) | $9,391 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $201,515 | $85,635+135.3% | $123,892+62.7% | $63,975+215.0% |
| Participation rate | 96.5% | 74.9%+21.5pp | 81.4%+15.1pp | 71.1%+25.3pp |
| Annual return | 16.80% | 15.74%+1.1pp | 47.52%-30.7pp | 48.65%-31.9pp |
| Employer contribution / active EE | $8,789 | $3,076+185.7% | $4,617+90.4% | $2,182+302.9% |
| Participant deferral / active EE | $7,560 | $5,667+33.4% | $5,984+26.3% | $3,356+125.2% |
| Admin fee / account holder | $157 | $75+109.4% | $8,357-98.1% | $70+122.7% |