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| Provider | Service type | Compensation |
|---|---|---|
CHARTER ADVISORY CORP6 years Filed as: FINANCIAL CONSULTANTS & ADVISORY Service code 27 · EIN 35-1464583 | Advisory (Plan) | $17,960 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,026 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,569 | $76,112+82.1% | $96,534+43.5% | $71,511+93.8% |
| Participation rate | 69.5% | 74.4%-4.9pp | 76.0%-6.4pp | 67.9%+1.6pp |
| Annual return | 25.30% | 22.81%+2.5pp | 25.88%-0.6pp | 28.86%-3.6pp |
| Employer contribution / active EE | $3,810 | $2,248+69.5% | $2,965+28.5% | $2,589+47.2% |
| Participant deferral / active EE | $6,176 | $4,217+46.5% | $4,851+27.3% | $4,291+44.0% |
| Admin fee / account holder | $193 | $2,708-92.9% | $8,253-97.7% | $1,588-87.8% |