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| Provider | Service type | Compensation |
|---|---|---|
FINLEY & COOK1+ years Filed as: FINLEY & COOK, PLLC Service code 10 · EIN 73-0604334 | Accounting | $10,200 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES CO. Service code 13 · EIN 74-2279754 | Contract Administrator | $8,950 |
MCAFEE & TAFT1+ years Service code 29 · EIN 73-0781676 | Legal | $7,906 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $5,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,853 | $75,760-47.4% | $123,105-67.6% | $59,188-32.7% |
| Participation rate | 82.6% | 86.0%-3.4pp | 86.8%-4.1pp | 69.4%+13.2pp |
| Annual return | -5.13% | 2.93%-8.1pp | 13.22%-18.3pp | 5.51%-10.6pp |
| Employer contribution / active EE | $1,230 | $3,415-64.0% | $5,151-76.1% | $2,098-41.4% |
| Participant deferral / active EE | $0 | $5,000-100.0% | $6,229-100.0% | $3,265-100.0% |
| Admin fee / account holder | $23 | $61-62.3% | $9,014-99.7% | $92-75.2% |