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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $99,795 |
MFP STRATEGIES1+ years Service code 27 · EIN 23-3038134 | Advisory (Plan) | $48,750 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC Service code 27 · EIN 23-1159360 | Advisory (Plan) | $19,000 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $6,517 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB AND CO INC Service code 26 · EIN 94-1737782 | Advisory (Participants) | $4,710 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 | Shareholder Servicing | $0 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: J P MORGAN CHASE BANK N.A. Service code 52 · EIN 13-4994650 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $137,717 | $68,092+102.3% | $73,307+87.9% | $59,188+132.7% |
| Participation rate | 89.0% | 78.1%+10.9pp | 74.9%+14.1pp | 69.4%+19.6pp |
| Annual return | 14.04% | 5.93%+8.1pp | 5.67%+8.4pp | 5.51%+8.5pp |
| Employer contribution / active EE | $2,788 | $2,018+38.2% | $3,237-13.9% | $2,098+32.9% |
| Participant deferral / active EE | $7,910 | $5,041+56.9% | $4,991+58.5% | $3,265+142.3% |
| Admin fee / account holder | $92 | $630-85.4% | $5,637-98.4% | $92-0.5% |