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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY CONSULTING GROUP4 years Filed as: FIDUCIARY CONSULTING GROUP, INC. Service code 12 · EIN 20-2807852 | Other services; Direct payment from t... | $17,050 |
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS RETIREMENT SERVICES, INC. Service code 12 · EIN 47-0098400 5900 O STREET · LINCOLN, NE 68510 | Direct payment from the plan; Other s... | $9,378 |
MCKNIGHT ADVISORY GROUP5 years Service code 26 · EIN 62-1422262 1800 S RUTHERFORD BLVD, SUITE 202 · MURFREESBORO, TN 37130 | Advisory (Participants) | $8,974 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $2,429 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,987 | $69,708-39.8% | $67,560-37.9% | $74,478-43.6% |
| Participation rate | 81.8% | 71.4%+10.3pp | 72.9%+8.8pp | 67.2%+14.5pp |
| Annual return | 13.15% | -40.67%+53.8pp | 3533.50%-3520.4pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $2,091 | $2,715-23.0% | $2,737-23.6% | $2,626-20.4% |
| Participant deferral / active EE | $2,775 | $3,637-23.7% | $4,004-30.7% | $4,350-36.2% |
| Admin fee / account holder | $323 | $887-63.5% | $3,994-91.9% | $1,946-83.4% |