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| Provider | Service type | Compensation |
|---|---|---|
CHERNOFF DIAMOND & CO., LLC4+ years Service code 11 · EIN 11-2836994 | Actuarial | $18,072 |
USI CONSULTING GROUP1 year Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Sub-t... | $6,429 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $1,752 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,022 | $45,073+44.3% | $69,455-6.4% | $72,985-10.9% |
| Participation rate | 58.4% | 68.5%-10.1pp | 74.6%-16.2pp | 69.5%-11.1pp |
| Annual return | 2.95% | 22.65%-19.7pp | 28.97%-26.0pp | 81.00%-78.0pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,672 | $2,602+2.7% | $3,535-24.4% | $3,607-25.9% |
| Admin fee / account holder | $243 | $3,056-92.1% | $3,839-93.7% | $5,124-95.3% |