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| Provider | Service type | Compensation |
|---|---|---|
LOCKE LORD LLP3+ years Service code 10 · EIN 74-1164324 | Accounting | $93,994 |
CORAL GABLES TRUST CO3+ years Service code 26 | Advisory (Participants) | $18,091 |
Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $8,500 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 26 · EIN 35-2552359 | Advisory (Participants) | $4,031 |
Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO., INC Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB CO., INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $150,447-100.0% | $136,298-100.0% | $147,587-100.0% |
| Participation rate | 0.0% | 84.4%-84.4pp | 81.9%-81.9pp | 82.8%-82.8pp |
| Annual return | -93.08% | 1049.15%-1142.2pp | 5156.27%-5249.3pp | 578.60%-671.7pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |