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| Provider | Service type | Compensation |
|---|---|---|
FTB ADVISORS, INC.4+ years Filed as: FTB ADVISORS Service code 26 · EIN 62-1254528 | Advisory (Participants) | $134,656 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $96,034 |
PORTFOLIO AUDIT, LLC4+ years Service code 51 · EIN 62-1874213 | Investment Mgmt Fees | $73,042 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC. Service code 26 · EIN 06-1397347 | Advisory (Participants) | $30,000 |
Filed as: MARTIN & COMPANY, INC. Service code 26 · EIN 62-1720350 | Advisory (Participants) | $23,937 |
ACUFF & ASSOCIATES, INC.4+ years Service code 17 · EIN 62-1477251 | Pension Consulting | $18,776 |
LEADING EDGE3 years Filed as: LEADING EDGE FINANCIAL PLANNING Service code 26 · EIN 47-4221739 | Advisory (Participants) | $11,983 |
COULTER & JUSTUS1 year Filed as: COULETER & JUSTUS, PC Service code 10 · EIN 62-1532536 | Accounting | $11,940 |
PROFFITT & GOODSON, INC.4+ years Service code 26 · EIN 62-1284128 | Advisory (Participants) | $11,722 |
NBZ INVESTMENT ADVISORS, LLC4+ years Service code 26 · EIN 62-1608809 | Advisory (Participants) | $11,292 |
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 | $132,766 | $45,382+192.6% | $154,110-13.8% | $75,289+76.3% |
| Participation rate | 100.0% | 65.9%+34.1pp | 83.0%+17.0pp | 72.4%+27.6pp |
| Annual return | -5.38% | -0.47%-4.9pp | 735.22%-740.6pp | -0.04%-5.3pp |
| Employer contribution / active EE | $6,948 | $1,533+353.3% | $5,298+31.2% | $2,405+188.9% |
| Participant deferral / active EE | $4,201 | $2,384+76.2% | $5,081-17.3% | $3,739+12.4% |
| Admin fee / account holder | $252 | $89+182.3% | $13,412-98.1% | $102+146.5% |