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| Provider | Service type | Compensation |
|---|---|---|
MCGRIFF INSURANCE SERVICES4 years Filed as: MCGRIFF INSURANCE SERVICES INC Service code 28 · EIN 56-1623293 | Investment Management | $74,000 |
CHARLES SCHWAB & CO., INC.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $58,219 |
PRECEPT ADVISORY GROUP6 years Service code 28 · EIN 56-1623293 | Investment Management | $18,500 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $961 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,850 | $66,457+160.1% | $81,438+112.2% | $77,671+122.5% |
| Participation rate | 97.1% | 68.7%+28.4pp | 69.5%+27.6pp | 70.6%+26.5pp |
| Annual return | 12.48% | 15.93%-3.5pp | 24.74%-12.3pp | 31.21%-18.7pp |
| Employer contribution / active EE | $12,009 | $2,159+456.1% | $2,460+388.1% | $2,726+340.5% |
| Participant deferral / active EE | $9,724 | $3,679+164.3% | $3,883+150.4% | $4,648+109.2% |
| Admin fee / account holder | $243 | $583-58.3% | $5,764-95.8% | $430-43.5% |