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| Provider | Service type | Compensation |
|---|---|---|
CHARTER ADVISORY CORP5 years Filed as: FINANCIAL CONSULTANTS & ADVISORY Service code 27 · EIN 35-1464583 | Advisory (Plan) | $20,102 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,393 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,854 | $65,453+87.7% | $86,698+41.7% | $66,938+83.5% |
| Participation rate | 74.2% | 75.5%-1.3pp | 76.6%-2.4pp | 69.8%+4.4pp |
| Annual return | -20.37% | -10.89%-9.5pp | 35.95%-56.3pp | 1.58%-22.0pp |
| Employer contribution / active EE | $4,440 | $2,154+106.1% | $2,837+56.5% | $2,545+74.4% |
| Participant deferral / active EE | $6,805 | $4,102+65.9% | $4,656+46.2% | $4,238+60.6% |
| Admin fee / account holder | $224 | $642-65.1% | $7,493-97.0% | $594-62.3% |