| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $83,042 |
Service code 26 · EIN 56-2074442 | Advisory (Participants) | $69,690 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE INC Service code 28 · EIN 53-0181291 | Investment Management | $63,296 |
LMCG INVESTMENTS LLC4+ years Service code 26 · EIN 27-0282607 | Advisory (Participants) | $43,513 |
V M MANNING & CO INC4+ years Service code 26 · EIN 57-0402697 | Advisory (Participants) | $43,159 |
CCM INVESTMENT ADVISERS LLC2 years Service code 26 · EIN 57-1127313 | Advisory (Participants) | $28,592 |
BUCKHEAD CAPITAL MANAGEMENT LLC4+ years Service code 26 · EIN 58-2552872 | Advisory (Participants) | $26,574 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $19,381 |
MATRIX WEALTH ADVISORS INC2 years Service code 26 · EIN 56-1732410 | Advisory (Participants) | $14,963 |
CALVARY WEALTH LLC3 years Service code 26 · EIN 20-1157888 | Advisory (Participants) | $13,962 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $204,167 | $88,874+129.7% | $123,553+65.2% | $75,289+171.2% |
| Participation rate | 95.6% | 75.9%+19.7pp | 82.3%+13.3pp | 72.4%+23.2pp |
| Annual return | -4.41% | 4.22%-8.6pp | 119.21%-123.6pp | -0.04%-4.4pp |
| Employer contribution / active EE | $8,198 | $3,256+151.8% | $4,628+77.1% | $2,405+240.9% |
| Participant deferral / active EE | $8,131 | $6,174+31.7% | $6,426+26.5% | $3,739+117.5% |
| Admin fee / account holder | $241 | $95+155.0% | $9,284-97.4% | $102+135.7% |