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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Participant communicat... | $63,206 |
ACUFF & ASSOCIATES, INC.8+ years Service code 16 · EIN 62-1477251 | Consulting | $21,077 |
LBMC, PC6 years Service code 10 · EIN 62-1199757 | Accounting | $15,750 |
LEE, DANNER & BASS, INC.8+ years Service code 27 · EIN 62-1327844 | Advisory (Plan) | $13,719 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 64-1737782 | Securities brokerage commissions and ... | $2,077 |
NATIONAL FINANCIAL SERVICES7 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,908 | $46,325+208.5% | $143,788-0.6% | $64,814+120.5% |
| Participation rate | 97.3% | 64.2%+33.1pp | 80.3%+17.0pp | 71.5%+25.8pp |
| Annual return | -16.53% | -10.05%-6.5pp | -0.03%-16.5pp | 32.84%-49.4pp |
| Employer contribution / active EE | $7,855 | $1,911+311.0% | $4,952+58.6% | $2,507+213.4% |
| Participant deferral / active EE | $3,541 | $2,647+33.8% | $5,638-37.2% | $4,310-17.9% |
| Admin fee / account holder | $309 | $154+100.7% | $14,675-97.9% | $188+64.4% |