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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $137,146 |
MERCER3+ years Filed as: MERCER (US) INC Service code 11 · EIN 13-2834414 | Actuarial | $48,806 |
AFS ADVISORS, LLC3+ years Service code 28 · EIN 27-4398433 | Investment Management | $32,000 |
WINDHAM BRANNON3+ years Filed as: WINDHAM BRANNON, PC Service code 10 · EIN 58-1763439 | Accounting | $16,265 |
HILL WARD HENDERSON3+ years Filed as: HILL WARD HENDERSON PA Service code 29 · EIN 59-2678550 | Legal | $4,435 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ 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 | $1,723,788-100.0% | $180,484-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 1.9%-1.9pp |
| Annual return | 11.35% | 12.38%-1.0pp | 10.53%+0.8pp | 23.90%-12.5pp |
| Employer contribution / active EE | $13,966 | $23,325-40.1% | $29,360-52.4% | $16,539-15.6% |
| Participant deferral / active EE | $0 | $269-100.0% | $54-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,273-100.0% | $18,975-100.0% |