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| Provider | Service type | Compensation |
|---|---|---|
FTB ADVISORS, INC.5+ years Filed as: FTB ADVISORS Service code 26 · EIN 62-1254528 | Advisory (Participants) | $138,711 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $127,604 |
PORTFOLIO AUDIT, LLC5+ years Service code 51 · EIN 62-1874213 | Investment Mgmt Fees | $91,013 |
USI CONSULTING GROUP2 years 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) | $24,876 |
ACUFF & ASSOCIATES, INC.5+ years Service code 17 · EIN 62-1477251 | Pension Consulting | $19,459 |
LEADING EDGE4 years Filed as: LEADING EDGE FINANCIAL PLANNING Service code 26 · EIN 47-4221739 | Advisory (Participants) | $12,266 |
NBZ INVESTMENT ADVISORS, LLC5+ years Service code 26 · EIN 62-1608809 | Advisory (Participants) | $12,061 |
MOON CAPITAL MANAGEMENT, LLC5+ years Filed as: MOON CAPITAL MANAGEMENT,LLC Service code 26 · EIN 62-1605429 | Advisory (Participants) | $8,459 |
MILLER & MARTIN PLLC1 year Service code 29 · EIN 62-0449014 | Legal | $5,262 |
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 | $159,486 | $47,456+236.1% | $172,757-7.7% | $77,775+105.1% |
| Participation rate | 99.4% | 66.3%+33.2pp | 82.6%+16.8pp | 73.2%+26.2pp |
| Annual return | 22.65% | 35.57%-12.9pp | 803.06%-780.4pp | 32.58%-9.9pp |
| Employer contribution / active EE | $7,324 | $1,574+365.3% | $5,144+42.4% | $2,504+192.5% |
| Participant deferral / active EE | $4,251 | $2,560+66.1% | $5,198-18.2% | $3,966+7.2% |
| Admin fee / account holder | $280 | $81+246.5% | $13,956-98.0% | $100+179.9% |