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| Provider | Service type | Compensation |
|---|---|---|
ARGENT TRUST COMPANY4 years Service code 25 · EIN 62-1437218 | Directed Trustee | $40,691 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT GROUP Service code 15 · EIN 27-2037969 | Recordkeeping | $34,689 |
SHAREHOLDER STRATEGIES, INC.4 years Filed as: SHAREHOLDER STRATEGIES Service code 34 · EIN 54-1703011 | Valuation (appraisals, etc.) | $19,456 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB Service code 19 · EIN 94-1737782 | Securities Custodian | $17,947 |
Filed as: HARDING SHYMANSKI & CO Service code 29 · EIN 35-1346211 | Legal | $10,100 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,149 | $127,481-81.8% | $149,745-84.5% | $90,274-74.4% |
| Participation rate | 99.5% | 78.2%+21.3pp | 82.5%+17.0pp | 73.4%+26.2pp |
| Annual return | -5.14% | 57.78%-62.9pp | 276.72%-281.9pp | 53.97%-59.1pp |
| Employer contribution / active EE | $408 | $3,448-88.2% | $4,646-91.2% | $2,523-83.9% |
| Participant deferral / active EE | $0 | $6,975-100.0% | $6,843-100.0% | $4,231-100.0% |
| Admin fee / account holder | $69 | $152-54.8% | $9,312-99.3% | $114-39.9% |