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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRIME CAPITAL INVESTMENT ADVIS Service code 28 · EIN 82-1364595 | Investment Management | $44,878 |
WEAVER AND TIDWELL, LLP7 years Service code 10 · EIN 75-0786316 | Accounting | $37,221 |
CHARLES SCHWAB & CO., INC.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $26,141 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC Service code 28 · EIN 36-3297908 | Investment Management | $5,197 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB & CO. INC Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,459 | $89,067+93.6% | $102,423+68.4% | $77,714+121.9% |
| Participation rate | 96.9% | 80.9%+15.9pp | 76.5%+20.4pp | 70.6%+26.3pp |
| Annual return | 14.81% | 25.01%-10.2pp | 29.42%-14.6pp | 31.26%-16.4pp |
| Employer contribution / active EE | $7,021 | $2,699+160.1% | $3,023+132.2% | $2,727+157.5% |
| Participant deferral / active EE | $11,330 | $5,147+120.1% | $5,054+124.2% | $4,649+143.7% |
| Admin fee / account holder | $100 | $236-57.5% | $9,455-98.9% | $433-76.9% |