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| Provider | Service type | Compensation |
|---|---|---|
CORNERCAP INVESTMENT COUNSEL1+ years Filed as: CORNERCAP INVESTMENT COUNCIL Service code 28 · EIN 62-1417686 | Investment Management | $42,933 |
CHARLES SCHWAB & CO., INC.1+ years Service code 51 · EIN 94-1737782 | Investment Mgmt Fees | $1,571 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,665 | $54,380-5.0% | $68,509-24.6% | $59,632-13.4% |
| Participation rate | 45.1% | 70.2%-25.1pp | 74.7%-29.6pp | 68.7%-23.6pp |
| Annual return | -3.54% | 2.83%-6.4pp | 8.27%-11.8pp | 2041.32%-2044.9pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $647 | $3,885-83.4% | $5,275-87.7% | $4,297-84.9% |