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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Recordkeeping fees; Di... | $66,759 |
ACUFF & ASSOCIATES, INC.2+ years Service code 16 · EIN 62-1477251 | Consulting | $20,297 |
LEE, DANNER & BASS, INC.2+ years Service code 71 · EIN 62-1327844 | Brokerage Fees | $15,799 |
LBMC, PC2+ years Filed as: LBMC PC Service code 10 · EIN 62-1199757 | Accounting | $12,500 |
CHARLES SCHWAB & CO., INC.2+ years Service code 15 · EIN 94-1737782 | Recordkeeping | $8,179 |
Filed as: TBH GLOBAL ASSET MANAGEMENT Service code 33 · EIN 26-1445283 | Securities brokerage commissions and ... | $5,448 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $133,509 | $36,916+261.7% | $156,551-14.7% | $57,658+131.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 7.03% | 12.38%-5.4pp | 32.23%-25.2pp | 5.13%+1.9pp |
| Employer contribution / active EE | $7,039 | $1,571+348.2% | $5,501+28.0% | $1,974+256.6% |
| Participant deferral / active EE | $3,231 | $1,926+67.8% | $4,871-33.7% | $3,061+5.6% |
| Admin fee / account holder | $232 | $82+181.0% | $13,028-98.2% | $95+145.2% |