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| Provider | Service type | Compensation |
|---|---|---|
EVERCORE TRUST COMPANY1 year Filed as: EVERCORE WEALTH MANAGEMENT LLC Service code 26 · EIN 26-3502254 | Advisory (Participants) | $16,587 |
EP WEALTH ADVISORS LLC1 year Service code 26 · EIN 33-0152539 | Advisory (Participants) | $8,512 |
Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $28 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,162 | $82,674+1.8% | $125,381-32.9% | $68,486+22.9% |
| Participation rate | 84.0% | 75.1%+8.9pp | 82.4%+1.6pp | 67.9%+16.1pp |
| Annual return | 57.92% | -5.97%+63.9pp | 572.31%-514.4pp | -7.85%+65.8pp |
| Employer contribution / active EE | $8,696 | $3,382+157.1% | $4,815+80.6% | $2,597+234.9% |
| Participant deferral / active EE | $882 | $6,111-85.6% | $7,448-88.2% | $4,028-78.1% |
| Admin fee / account holder | $227 | $6,277-96.4% | $10,007-97.7% | $5,404-95.8% |