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| Provider | Service type | Compensation |
|---|---|---|
MERCER4 years Filed as: MERCER US INC Service code 28 · EIN 13-2834414 | Investment Management | $1,139,464 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $207,128 |
HILL WARD HENDERSON1 year Filed as: HILL WARD & HENDERSON PA Service code 29 · EIN 59-2678550 | Legal | $56,077 |
AFS ADVISORS, LLC3 years Filed as: AFS ADVISORS LLC Service code 28 · EIN 27-4398433 | Investment Management | $40,000 |
WINDHAM BRANNON3 years Filed as: WINDHAM BRANNON PC Service code 10 · EIN 58-1763439 | Accounting | $15,750 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.7+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $54,060-100.0% | $54,060-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 3.3%-3.3pp | 37.6%-37.6pp |
| Annual return | -3.41% | 7.73%-11.1pp | 36.37%-39.8pp | 9.30%-12.7pp |
| Employer contribution / active EE | $0 | $59,889-100.0% | $37,223-100.0% | $43,750-100.0% |
| Participant deferral / active EE | $0 | $604-100.0% | $524-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $568-100.0% | $568-100.0% | $12,596-100.0% |