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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $302,955 |
WINDHAM BRANNON4 years Filed as: WINDHAM BRANNON PC Service code 10 · EIN 58-1763439 | Accounting | $17,000 |
AFS ADVISORS, LLC4 years Filed as: AFS ADVISORS LCC Service code 28 · EIN 27-4398433 | Investment Management | $15,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $52,466 | $125,029-58.0% | $90,767-42.2% | $78,104-32.8% |
| Participation rate | 73.6% | 93.0%-19.3pp | 75.7%-2.1pp | 74.5%-0.9pp |
| Annual return | -14.71% | -14.80%+0.1pp | -12.16%-2.6pp | 10.90%-25.6pp |
| Employer contribution / active EE | $2,180 | $4,916-55.7% | $2,922-25.4% | $3,128-30.3% |
| Participant deferral / active EE | $3,400 | $7,684-55.8% | $4,565-25.5% | $5,089-33.2% |
| Admin fee / account holder | $71 | $56+27.0% | $8,445-99.2% | $79-10.3% |