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| Provider | Service type | Compensation |
|---|---|---|
CANNON FINANCIAL STRATEGISTS, INC.10+ years Service code 16 · EIN 58-2608124 | Consulting | $471,535 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Float revenue; Shareholder servicing ... | $313,881 |
Service code 16 · EIN 26-2827068 | Consulting | $17,381 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $640 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $90,900 | $53,254+70.7% | $155,574-41.6% | $199,921-54.5% |
| Participation rate | 76.5% | 64.1%+12.4pp | 78.2%-1.7pp | 72.0%+4.5pp |
| Annual return | 13.92% | 41.18%-27.3pp | 64.87%-50.9pp | 34.28%-20.4pp |
| Employer contribution / active EE | $1,462 | $1,848-20.9% | $4,676-68.7% | $3,035-51.8% |
| Participant deferral / active EE | $5,001 | $3,165+58.0% | $5,629-11.2% | $5,089-1.7% |
| Admin fee / account holder | $164 | $186-11.6% | $15,914-99.0% | $269-39.0% |