| Provider | Service type | Compensation |
|---|---|---|
MCSOLEY MCCOY & CO3 years Filed as: MCSOLEY MCCOY & CO. Service code 10 · EIN 03-0327374 | Accounting | $5,000 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.6+ years Service code 19 | Securities Custodian | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $60,735 | $49,245+23.3% | $70,492-13.8% | $79,859-23.9% |
| Participation rate | 97.4% | 69.1%+28.3pp | 75.1%+22.3pp | 69.6%+27.8pp |
| Annual return | 12.90% | 30.11%-17.2pp | 109.16%-96.3pp | 31.71%-18.8pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,711-100.0% | $3,741-100.0% |
| Admin fee / account holder | $111 | $2,879-96.1% | $3,848-97.1% | $5,307-97.9% |