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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $121,206 |
MERCER3 years Filed as: MERCER US INC Service code 28 · EIN 13-2834414 | Investment Management | $116,260 |
AFS ADVISORS, LLC2 years Filed as: AFS ADVISORS LLC Service code 28 · EIN 27-4398433 | Investment Management | $37,750 |
WINDHAM BRANNON2 years Filed as: WINDHAM BRANNON PC Service code 10 · EIN 58-1763439 | Accounting | $15,200 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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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 | $2,822,362-100.0% | $91,826-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.6%-0.6pp |
| Annual return | 11.92% | 16.36%-4.4pp | 793.01%-781.1pp | 11.45%+0.5pp |
| Employer contribution / active EE | $5,575 | $15,595-64.3% | $27,004-79.4% | $17,219-67.6% |
| Participant deferral / active EE | $0 | $5-100.0% | $154-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $4,239-100.0% | $15,480-100.0% |