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| Provider | Service type | Compensation |
|---|---|---|
THE MILESTONE GROUP2+ years Filed as: MILESTONE GROUP, INC. Service code 26 · EIN 84-1333402 | Advisory (Participants) | $4,309 |
CHARLES SCHWAB & CO., INC.2+ years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $1,975 |
CHARLES DAVID HYMAN2+ years Service code 26 · EIN 65-0128319 | Advisory (Participants) | $1,716 |
ATON ADVISORS LLC2+ years Filed as: ATON ADVISORS Service code 26 · EIN 27-2064708 | Advisory (Participants) | $1,036 |
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 | $154,242 | $75,183+105.2% | $123,894+24.5% | $55,167+179.6% |
| Participation rate | 96.6% | 72.8%+23.8pp | 81.4%+15.2pp | 69.0%+27.6pp |
| Annual return | 8.34% | 19.01%-10.7pp | 47.52%-39.2pp | 169.23%-160.9pp |
| Employer contribution / active EE | $1,261 | $2,823-55.4% | $4,617-72.7% | $1,963-35.8% |
| Participant deferral / active EE | $10,990 | $5,084+116.1% | $5,984+83.6% | $3,054+259.8% |
| Admin fee / account holder | $44 | $663-93.3% | $8,357-99.5% | $504-91.2% |