| Provider | Service type | Compensation |
|---|---|---|
MCSOLEY MCCOY & CO4 years Filed as: MCSOLEY MCCOY & CO. Service code 10 · EIN 03-0327374 | Accounting | $5,500 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO. Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.7+ 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,006 | $53,829+26.3% | $75,728-10.2% | $85,852-20.8% |
| Participation rate | 94.4% | 69.0%+25.4pp | 74.8%+19.6pp | 69.3%+25.1pp |
| Annual return | 12.52% | 24.54%-12.0pp | 104.66%-92.1pp | 318.66%-306.1pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,566-100.0% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,820-100.0% | $3,952-100.0% |
| Admin fee / account holder | $135 | $3,339-96.0% | $3,620-96.3% | $6,261-97.8% |