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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $157,842 |
FIRST HORIZON ADVISORS INC4 years Filed as: FIRST HORIZON ADVISORS Service code 26 · EIN 62-1254528 | Advisory (Participants) | $120,424 |
PORTFOLIO AUDIT, LLC1 year Filed as: PORTFOLIO AUDIT LLC PRIVATE WEALTH Service code 26 · EIN 62-1874213 | Advisory (Participants) | $51,537 |
FTB ADVISORS, INC.1 year Filed as: FTB ADVISORS INC Service code 26 · EIN 62-1254528 | Advisory (Participants) | $36,579 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 26 · EIN 06-1397347 | Advisory (Participants) | $30,000 |
ASSET PLANNING CORPORATION2 years Service code 26 · EIN 62-0941756 | Advisory (Participants) | $27,388 |
ACUFF & ASSOCIATES, INC.1 year Filed as: ACUFF & ASSOCIATES INC Service code 17 · EIN 62-1477251 | Pension Consulting | $23,215 |
LEADING EDGE2 years Service code 26 · EIN 47-4221739 | Advisory (Participants) | $20,780 |
PROFFITT & GOODSON, INC.1 year Filed as: PROFFITT & GOODSON INC Service code 26 · EIN 62-1284128 | Advisory (Participants) | $15,258 |
MOON CAPITAL MANAGEMENT, LLC2 years Filed as: MOON CAPITAL MANAGEMENT LLC Service code 26 · EIN 62-1605429 | Advisory (Participants) | $14,624 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,410 | $50,169+205.8% | $149,740+2.5% | $80,187+91.3% |
| Participation rate | 100.0% | 64.3%+35.7pp | 78.8%+21.2pp | 72.9%+27.1pp |
| Annual return | 19.29% | 29.82%-10.5pp | 134.51%-115.2pp | 40.40%-21.1pp |
| Employer contribution / active EE | $8,366 | $1,869+347.5% | $4,821+73.5% | $2,980+180.8% |
| Participant deferral / active EE | $5,121 | $3,194+60.3% | $5,683-9.9% | $5,016+2.1% |
| Admin fee / account holder | $220 | $153+43.8% | $13,222-98.3% | $145+51.5% |