Filed October 27, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $76,588 |
INGHAM & COMPANY4 years Filed as: INGHAM RETIREMENT GROUP Service code 27 · EIN 65-0170152 | Advisory (Plan) | $15,992 |
HAYNIE & COMPANY2 years Service code 10 · EIN 87-0325228 | Accounting | $13,000 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,257 | $111,491-62.1% | $189,545-77.7% | $86,821-51.3% |
| Participation rate | 87.6% | 87.3%+0.3pp | 87.8%-0.2pp | 72.3%+15.3pp |
| Annual return | 14.12% | 83.50%-69.4pp | 555.36%-541.2pp | 97.94%-83.8pp |
| Employer contribution / active EE | $847 | $3,951-78.6% | $6,162-86.3% | $2,406-64.8% |
| Participant deferral / active EE | $3,691 | $6,437-42.7% | $8,220-55.1% | $4,132-10.7% |
| Admin fee / account holder | $215 | $189+14.0% | $12,049-98.2% | $170+26.8% |