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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $61,466 |
CAPFINANCIAL PARTNERS LLC2 years Service code 28 · EIN 26-0058143 | Investment Management | $24,000 |
Filed as: FIDUCIARY PARTNERS INVESTMENT CONSU Service code 28 · EIN 26-1370206 | Investment Management | $12,000 |
Service code 28 · EIN 51-0595589 | Investment Management | $12,000 |
HILL WARD HENDERSON3 years Filed as: HILL, WARD & HENDERSON, PA Service code 29 · EIN 59-2678550 | Legal | $10,533 |
Filed as: THE CAPFINANCIAL GROUP LLC Service code 28 · EIN 47-4009638 | Investment Management | $8,000 |
ASSURANCE DIMENSIONS1 year Service code 10 · EIN 26-3429295 | Accounting | $6,000 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $303,925 | $88,122+244.9% | $141,200+115.2% | $67,584+349.7% |
| Participation rate | 91.8% | 76.5%+15.4pp | 82.5%+9.4pp | 71.3%+20.6pp |
| Annual return | -2.45% | 75.40%-77.9pp | 71.41%-73.9pp | 378.59%-381.0pp |
| Employer contribution / active EE | $478 | $3,224-85.2% | $4,736-89.9% | $2,148-77.8% |
| Participant deferral / active EE | $9,672 | $5,958+62.4% | $6,710+44.1% | $3,540+173.3% |
| Admin fee / account holder | $166 | $131+26.9% | $10,265-98.4% | $142+16.7% |