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| Provider | Service type | Compensation |
|---|---|---|
ARGENT TRUST COMPANY3 years Service code 25 · EIN 62-1437218 | Directed Trustee | $43,405 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP Service code 15 · EIN 27-2037969 | Recordkeeping | $25,899 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 19 · EIN 94-1737782 | Securities Custodian | $23,979 |
SHAREHOLDER STRATEGIES, INC.3 years Filed as: SHAREHOLDER STRATEGIES Service code 34 · EIN 54-1703011 | Valuation (appraisals, etc.) | $19,940 |
Filed as: HARDING SHYMANSKI & CO Service code 29 · EIN 35-1346211 | Legal | $13,866 |
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,333 | $101,523-72.1% | $141,197-79.9% | $77,775-63.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 82.5%+17.5pp | 73.2%+26.8pp |
| Annual return | 3.02% | 56.22%-53.2pp | 71.41%-68.4pp | 32.58%-29.6pp |
| Employer contribution / active EE | $2,330 | $3,341-30.3% | $4,736-50.8% | $2,504-7.0% |
| Participant deferral / active EE | $0 | $6,434-100.0% | $6,710-100.0% | $3,966-100.0% |
| Admin fee / account holder | $78 | $92-15.1% | $10,265-99.2% | $100-22.3% |