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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $190,357 |
FIRST HORIZON ADVISORS INC5 years Filed as: FIRST HORIZON ADVISORS Service code 26 · EIN 62-1254528 | Advisory (Participants) | $130,429 |
FTB ADVISORS, INC.1 year Service code 26 · EIN 62-1254528 | Advisory (Participants) | $47,983 |
ACUFF & ASSOCIATES, INC.1 year Filed as: ACUFF & ASSOCIATES Service code 14 · EIN 62-1477251 | Plan Administrator | $32,448 |
ASSET PLANNING CORPORATION3 years Service code 26 · EIN 62-0941756 | Advisory (Participants) | $31,197 |
USI CONSULTING GROUP4 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 | Advisory (Participants) | $30,000 |
NBZ INVESTMENT ADVISORS, LLC10+ years Service code 26 · EIN 62-1608809 | Advisory (Participants) | $26,411 |
LEADING EDGE3 years Service code 26 · EIN 47-4221739 | Advisory (Participants) | $25,646 |
PORTFOLIO AUDIT, LLC2 years Filed as: PORTFOLIO AUDIT LLC PRIVATE WEALTH Service code 26 · EIN 62-1874213 | Advisory (Participants) | $17,625 |
Service code 26 · EIN 62-1605429 | Advisory (Participants) | $16,846 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,450 | $53,204+199.7% | $155,556+2.5% | $200,096-20.3% |
| Participation rate | 99.5% | 64.1%+35.3pp | 78.2%+21.2pp | 72.0%+27.4pp |
| Annual return | 16.23% | 41.02%-24.8pp | 64.84%-48.6pp | 34.26%-18.0pp |
| Employer contribution / active EE | $8,065 | $1,850+335.9% | $4,675+72.5% | $3,038+165.5% |
| Participant deferral / active EE | $4,943 | $3,163+56.3% | $5,631-12.2% | $5,090-2.9% |
| Admin fee / account holder | $206 | $186+10.7% | $15,885-98.7% | $269-23.6% |