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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER (US) INC Service code 11 · EIN 13-2834414 | Actuarial | $188,007 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $161,761 |
AFS ADVISORS, LLC1+ years Service code 28 · EIN 27-4398433 | Investment Management | $31,000 |
HILL WARD HENDERSON1+ years Filed as: HILL WARD HENDERSON PA Service code 29 · EIN 59-2678550 | Legal | $18,693 |
WINDHAM BRANNON1+ years Filed as: WINDHAM BRANNON, PC Service code 10 · EIN 58-1763439 | Accounting | $16,810 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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 | $0 | $82,591-100.0% | $96,302-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.8%-0.8pp |
| Annual return | -1.47% | 2.41%-3.9pp | -2.90%+1.4pp | -0.60%-0.9pp |
| Employer contribution / active EE | $21,237 | $14,069+51.0% | $27,990-24.1% | $12,272+73.1% |
| Participant deferral / active EE | $0 | $260-100.0% | $137-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $519-100.0% | $717-100.0% |