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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 11 · EIN 34-1479833 | Actuarial | $152,061 |
SUNTRUST BANKS, INC.2 years Filed as: TRUIST BANK Service code 28 · EIN 58-1575035 | Investment Management | $70,000 |
KRAFT CPAS, PLLC2 years Filed as: KRAFT CPAS Service code 10 · EIN 62-0713250 | Accounting | $16,500 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $848,047-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 16.7%-16.7pp | 2.4%-2.4pp |
| Annual return | 12.96% | 22.81%-9.9pp | 5.63%+7.3pp | 22.81%-9.9pp |
| Employer contribution / active EE | $0 | $18,290-100.0% | $36,086-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $603-100.0% | $0 | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $0 | $85,222-100.0% |