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| Provider | Service type | Compensation |
|---|---|---|
CHARTER ADVISORY CORP1 year Filed as: FINANCIAL CONSULTANTS & ADVISORY Service code 27 · EIN 35-1464583 | Advisory (Plan) | $14,034 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,400 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,037 | $59,191+40.3% | $76,767+8.2% | $56,289+47.5% |
| Participation rate | 73.1% | 75.2%-2.1pp | 77.0%-3.9pp | 69.9%+3.2pp |
| Annual return | -5.75% | 6.62%-12.4pp | 2.43%-8.2pp | -9.96%+4.2pp |
| Employer contribution / active EE | $3,763 | $1,759+113.9% | $2,485+51.4% | $2,111+78.2% |
| Participant deferral / active EE | $6,098 | $3,255+87.3% | $3,852+58.3% | $3,350+82.0% |
| Admin fee / account holder | $160 | $489-67.4% | $6,675-97.6% | $521-69.3% |