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| Provider | Service type | Compensation |
|---|---|---|
FTB ADVISORS, INC.1 year Filed as: FTB INVESTORS INC. Service code 26 · EIN 62-1254528 | Advisory (Participants) | $169,871 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $145,325 |
PORTFOLIO AUDIT, LLC1 year Filed as: PORTFOLIO AUDIT LLC Service code 51 · EIN 62-1874213 | Investment Mgmt Fees | $112,562 |
USI CONSULTING GROUP5 years Filed as: USI ADVISORS INC. Service code 26 · EIN 06-1397347 | Advisory (Participants) | $30,000 |
Service code 26 · EIN 62-0941756 | Advisory (Participants) | $26,111 |
Filed as: MARTIN & COMPANY, INC. Service code 26 · EIN 62-1720350 | Advisory (Participants) | $24,767 |
LEADING EDGE1 year Service code 26 · EIN 47-4221739 | Advisory (Participants) | $19,741 |
ACUFF & ASSOCIATES, INC.8+ years Service code 17 · EIN 62-1477251 | Pension Consulting | $19,220 |
Filed as: MOON CAPITAL MANAGEMENT LLC Service code 26 · EIN 62-1605429 | Advisory (Participants) | $13,393 |
NBZ INVESTMENT ADVISORS, LLC8+ years Service code 26 · EIN 62-1608809 | Advisory (Participants) | $11,769 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,062 | $45,000+224.6% | $143,801+1.6% | $77,906+87.5% |
| Participation rate | 99.6% | 66.8%+32.7pp | 80.3%+19.2pp | 73.7%+25.9pp |
| Annual return | -15.80% | 29.03%-44.8pp | -0.04%-15.8pp | 12.16%-28.0pp |
| Employer contribution / active EE | $8,211 | $1,870+339.2% | $4,952+65.8% | $2,846+188.5% |
| Participant deferral / active EE | $4,927 | $3,157+56.1% | $5,639-12.6% | $4,805+2.5% |
| Admin fee / account holder | $285 | $98+189.1% | $14,680-98.1% | $133+114.6% |