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| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Filed as: MERCER US INC Service code 28 · EIN 13-2834414 | Investment Management | $122,493 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $105,260 |
AFS ADVISORS, LLC1 year Filed as: AFS ADVISORS LLC Service code 28 · EIN 27-4398433 | Investment Management | $31,000 |
WINDHAM BRANNON1 year Filed as: WINDHAM BRANNON PC Service code 10 · EIN 58-1763439 | Accounting | $15,200 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $3,370,408-100.0% | $50,635-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 1.2%-1.2pp |
| Annual return | 16.89% | 36.82%-19.9pp | 18.06%-1.2pp | 53.27%-36.4pp |
| Employer contribution / active EE | $4,195 | $13,338-68.6% | $30,411-86.2% | $14,774-71.6% |
| Participant deferral / active EE | $0 | $8-100.0% | $40-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,675-100.0% | $13,289-100.0% |