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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 | $66,486+160.0% | $81,370+112.4% | $77,762+122.3% |
| Participation rate | 97.1% | 68.7%+28.4pp | 69.5%+27.6pp | 70.6%+26.5pp |
| Annual return | 12.48% | 15.95%-3.5pp | 24.85%-12.4pp | 31.27%-18.8pp |
| Employer contribution / active EE | $12,009 | $2,158+456.6% | $2,464+387.4% | $2,728+340.2% |
| Participant deferral / active EE | $9,724 | $3,677+164.5% | $3,885+150.3% | $4,651+109.1% |
| Admin fee / account holder | $243 | $586-58.5% | $5,749-95.8% | $433-43.8% |