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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP1+ years Filed as: ALLIANCE BENEFIT GROUP - NCS Service code 15 · EIN 41-1737003 | Recordkeeping | $29,908 |
BAM ADVISOR SERVICES1+ years Service code 26 · EIN 20-8307105 | Advisory (Participants) | $28,115 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $3,541 |
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 | $16,010 | $33,745-52.6% | $64,105-75.0% | $55,191-71.0% |
| Participation rate | 92.4% | 59.4%+33.0pp | 68.2%+24.2pp | 69.2%+23.2pp |
| Annual return | -3.46% | 4.95%-8.4pp | 791.24%-794.7pp | 10.78%-14.2pp |
| Employer contribution / active EE | $0 | $641-100.0% | $1,820-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,177 | $1,929-39.0% | $2,822-58.3% | $3,046-61.4% |
| Admin fee / account holder | $175 | $94+85.5% | $4,499-96.1% | $91+92.8% |