| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $138,022 |
WELCH HORNSBY & WELCH INC3+ years Filed as: WELCH HORNSBY INC Service code 26 · EIN 63-0969069 | Advisory (Participants) | $72,958 |
BLACK & PINCKARD LLC3+ years Service code 10 · EIN 26-0079381 | Accounting | $21,500 |
BRIDGEWORTH LLC1 year Service code 26 · EIN 26-3162378 | Advisory (Participants) | $16,167 |
THE WELCH GROUP3+ years Service code 26 · EIN 62-1231262 | Advisory (Participants) | $15,969 |
HIGHTOWER ADVISORS LLC1 year Service code 26 · EIN 36-4500709 | Advisory (Participants) | $11,539 |
HARDY REED LLC2 years Service code 28 · EIN 20-5400340 | Investment Management | $11,343 |
NORTH POINT PORTFOLIO MANAGERS3+ years Service code 28 · EIN 34-1887341 | Investment Management | $10,198 |
CAMBRIDGE INVESTMENT RESEARCH3+ years Service code 26 · EIN 20-1665305 | Advisory (Participants) | $9,121 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $8,105 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $374,400 | $155,795+140.3% | $136,298+174.7% | $69,634+437.7% |
| Participation rate | 98.9% | 75.2%+23.7pp | 81.9%+17.0pp | 70.7%+28.2pp |
| Annual return | 18.25% | 232464.33%-232446.1pp | 5156.27%-5138.0pp | 27572.26%-27554.0pp |
| Employer contribution / active EE | $12,852 | $2,991+329.7% | $4,696+173.7% | $2,032+532.4% |
| Participant deferral / active EE | $9,698 | $5,394+79.8% | $6,247+55.2% | $3,224+200.8% |
| Admin fee / account holder | $291 | $128+127.2% | $9,244-96.8% | $110+163.8% |