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| Provider | Service type | Compensation |
|---|---|---|
CORNERCAP INVESTMENT COUNSEL3+ years Filed as: CORNERCAP INVESTMENT COUNCIL Service code 28 · EIN 62-1417686 1355 PEACHTREE ST NE, STE 1700 · ATLANTA, GA 30309 | Investment Management | $41,522 |
CHARLES SCHWAB & CO., INC.3+ years Service code 51 · EIN 94-1737782 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Investment Mgmt Fees | $968 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,842 | $104,251-31.1% | $91,001-21.1% | $147,584-51.3% |
| Participation rate | 73.9% | 78.2%-4.3pp | 75.6%-1.7pp | 82.8%-8.9pp |
| Annual return | 17.15% | 27.06%-9.9pp | 4.60%+12.6pp | 578.55%-561.4pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,547-100.0% | $5,439-100.0% |
| Admin fee / account holder | $466 | $8,948-94.8% | $5,417-91.4% | $10,885-95.7% |