| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC Service code 28 · EIN 53-0181291 | Investment Management | $62,353 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $50,100 |
LMCG INVESTMENTS LLC3+ years Service code 26 · EIN 27-0282607 | Advisory (Participants) | $40,396 |
V M MANNING & CO INC3+ years Service code 26 · EIN 57-0402697 | Advisory (Participants) | $32,710 |
BUCKHEAD CAPITAL MANAGEMENT LLC3+ years Service code 26 · EIN 58-2552872 | Advisory (Participants) | $18,355 |
Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $14,658 |
CALVARY WEALTH LLC2 years Service code 26 · EIN 20-1157888 | Advisory (Participants) | $11,803 |
Service code 26 · EIN 57-1127313 | Advisory (Participants) | $7,537 |
Service code 26 · EIN 56-1732410 | Advisory (Participants) | $7,354 |
Service code 26 · EIN 26-3040962 | Advisory (Participants) | $5,325 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $270,264 | $96,458+180.2% | $136,298+98.3% | $77,958+246.7% |
| Participation rate | 95.5% | 75.4%+20.1pp | 81.9%+13.6pp | 71.6%+23.8pp |
| Annual return | 34.04% | 23.78%+10.3pp | 5156.27%-5122.2pp | 20.87%+13.2pp |
| Employer contribution / active EE | $9,215 | $3,144+193.1% | $4,696+96.2% | $2,310+298.8% |
| Participant deferral / active EE | $8,263 | $5,902+40.0% | $6,247+32.3% | $3,537+133.7% |
| Admin fee / account holder | $179 | $80+122.7% | $9,244-98.1% | $97+84.0% |