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| Provider | Service type | Compensation |
|---|---|---|
DELTA FINANCIAL ADVISORS LLC4 years Filed as: DELTA FINANCIAL ADVISORS, LLC Service code 26 · EIN 02-0630347 | Advisory (Participants) | $20,092 |
FISHER INVESTMENTS2 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $14,864 |
DUMAINE INVESTMENTS LLC1 year Service code 26 · EIN 36-4951501 | Advisory (Participants) | $9,408 |
Service code 26 · EIN 76-0536705 | Advisory (Participants) | $7,648 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $6,015 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO INC. Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Other inv... | $1,683 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value 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 | $385,115 | $100,801+282.1% | $149,745+157.2% | $73,412+424.6% |
| Participation rate | 95.8% | 77.7%+18.1pp | 82.5%+13.3pp | 72.2%+23.6pp |
| Annual return | 15.77% | 265.34%-249.6pp | 276.72%-261.0pp | 59.30%-43.5pp |
| Employer contribution / active EE | $453 | $3,312-86.3% | $4,646-90.2% | $2,234-79.7% |
| Participant deferral / active EE | $9,823 | $6,404+53.4% | $6,843+43.5% | $3,806+158.1% |
| Admin fee / account holder | $158 | $181-12.8% | $9,312-98.3% | $158-0.1% |