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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RNC CENTER CAPITAL MANAGEMENT Service code 26 · EIN 95-4670255 | Advisory (Participants) | $11,372 |
1919 INVESTMENT COUNSEL, LLC2 years Filed as: 1919 INVESTMENT COUNSEL LLC Service code 26 · EIN 26-0103189 | Advisory (Participants) | $10,000 |
Filed as: TORTOISE INVESTMENT MANAGEMENT Service code 26 · EIN 20-1723529 | Advisory (Participants) | $6,714 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO, INC Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Other inv... | $6,177 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO.,INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $415,614 | $80,753+414.7% | $136,298+204.9% | $62,293+567.2% |
| Participation rate | 88.9% | 73.5%+15.4pp | 81.9%+7.0pp | 69.5%+19.4pp |
| Annual return | 15.96% | 35.83%-19.9pp | 5156.27%-5140.3pp | 28.90%-12.9pp |
| Employer contribution / active EE | $15,335 | $2,884+431.8% | $4,696+226.6% | $2,042+650.9% |
| Participant deferral / active EE | $11,693 | $5,164+126.4% | $6,247+87.2% | $3,169+269.0% |
| Admin fee / account holder | $123 | $525-76.6% | $9,244-98.7% | $479-74.4% |