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| Provider | Service type | Compensation |
|---|---|---|
MELTON & MELTON LLP3+ years Service code 10 · EIN 74-1550819 | Accounting | $11,123 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $10,386 |
REGIONS BANK1 year Service code 28 · EIN 63-0371391 | Investment Management | $8,678 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,067 | $155,795-58.2% | $136,294-52.3% | $69,631-6.6% |
| Participation rate | 72.8% | 75.2%-2.5pp | 81.9%-9.1pp | 70.7%+2.1pp |
| Annual return | 14.96% | 232464.33%-232449.4pp | 5155.94%-5141.0pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $1,018 | $2,991-66.0% | $4,695-78.3% | $2,032-49.9% |
| Participant deferral / active EE | $5,893 | $5,394+9.3% | $6,247-5.7% | $3,224+82.8% |
| Admin fee / account holder | $46 | $128-63.9% | $9,243-99.5% | $110-58.1% |