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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $188,882 |
SUNTRUST BANKS, INC.1+ years Filed as: TRUIST BANK Service code 28 · EIN 56-1074313 | Investment Management | $75,822 |
WORLD INVESTMENT ADVISORS LLC1+ years Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 28 · EIN 61-1758632 | Investment Management | $29,341 |
HANCOCK ASKEW & CO., LLP1+ years Filed as: HANCOCK ASKEW CO LLP Service code 10 · EIN 58-0662558 | Accounting | $18,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,524 | $110,258-42.4% | $102,460-38.0% | $200,096-68.3% |
| Participation rate | 83.3% | 86.3%-3.0pp | 76.5%+6.8pp | 72.0%+11.3pp |
| Annual return | 43.39% | 35.78%+7.6pp | 29.47%+13.9pp | 34.26%+9.1pp |
| Employer contribution / active EE | $1,555 | $3,605-56.9% | $3,025-48.6% | $3,038-48.8% |
| Participant deferral / active EE | $4,336 | $6,377-32.0% | $5,056-14.2% | $5,090-14.8% |
| Admin fee / account holder | $71 | $122-41.8% | $9,460-99.2% | $269-73.6% |