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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KRAVITZ, INC. Service code 11 · EIN 95-3207191 | Actuarial | $37,908 |
TCI WEALTH ADVISORS INC2+ years Filed as: TCI WEALTH ADVISORS INC. Service code 27 · EIN 86-1002710 | Advisory (Plan) | $10,648 |
KIMBERLIN COMPANY, PLLC1 year Service code 10 · EIN 45-5497718 | Accounting | $6,500 |
CHARLES SCHWAB & CO., INC.2+ years Service code 15 · EIN 94-1737782 | Recordkeeping | $820 |
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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 | $71,025-100.0% | $219,466-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 32.7%-32.7pp | 44.6%-44.6pp | 12.6%-12.6pp |
| Annual return | 2.75% | 4.87%-2.1pp | 5.00%-2.3pp | 4.56%-1.8pp |
| Employer contribution / active EE | $0 | $14,613-100.0% | $35,918-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $0 | $54-100.0% | $75-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,874-100.0% | $13,204-100.0% | $1,711-100.0% |