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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $352,793 |
NFP RETIREMENT INC1 year Service code 28 · EIN 33-0905143 | Investment Management | $20,000 |
WINDHAM BRANNON6 years Filed as: WINDHAM BRANNON PC Service code 10 · EIN 58-1763439 | Accounting | $17,500 |
401(K) ADVISORS INC1 year Filed as: 401 K ADVISORS INC Service code 28 · EIN 33-0905143 | Investment Management | $10,000 |
AFS ADVISORS, LLC10+ years Filed as: AFS ADVISORS LLC Service code 28 · EIN 27-4398433 | Investment Management | $10,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,256 | $112,582-44.7% | $105,624-41.1% | $200,096-68.9% |
| Participation rate | 80.2% | 86.3%-6.1pp | 75.3%+4.9pp | 72.0%+8.2pp |
| Annual return | 27.63% | 15.58%+12.1pp | 116.20%-88.6pp | 34.26%-6.6pp |
| Employer contribution / active EE | $3,169 | $4,580-30.8% | $3,1680% | $3,038+4.3% |
| Participant deferral / active EE | $4,782 | $6,655-28.1% | $5,013-4.6% | $5,090-6.1% |
| Admin fee / account holder | $80 | $107-25.5% | $10,961-99.3% | $269-70.4% |