Filed July 22, 2022
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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF & BURLESON1+ years Filed as: GREENLEAF & BURLESON WEALTH Service code 26 · EIN 20-1160877 | Advisory (Participants) | $38,614 |
MILLIMAN, INC.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $22,070 |
MARCUM LLP1+ years Service code 10 · EIN 11-1875323 | Accounting | $12,495 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $2,962 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $73,130 | $39,458+85.3% | $60,547+20.8% | $55,191+32.5% |
| Participation rate | 48.1% | 59.6%-11.5pp | 68.0%-19.8pp | 69.2%-21.0pp |
| Annual return | 13.96% | 3.35%+10.6pp | 335.64%-321.7pp | 10.78%+3.2pp |
| Employer contribution / active EE | $3,418 | $1,210+182.6% | $2,419+41.3% | $1,899+80.0% |
| Participant deferral / active EE | $5,481 | $2,140+156.1% | $3,328+64.7% | $3,046+79.9% |
| Admin fee / account holder | $260 | $95+173.5% | $4,536-94.3% | $91+186.7% |