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| Provider | Service type | Compensation |
|---|---|---|
CHERNOFF DIAMOND & CO., LLC1+ years Service code 15 · EIN 11-2836994 | Recordkeeping | $8,545 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $3,535 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $69,470 | $46,360+49.8% | $147,617-52.9% | $52,331+32.8% |
| Participation rate | 53.6% | 64.9%-11.3pp | 84.6%-31.0pp | 68.1%-14.5pp |
| Annual return | 0.84% | 1.62%-0.8pp | 61.98%-61.1pp | 4.54%-3.7pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,260 | $2,258+44.4% | $4,895-33.4% | $3,022+7.9% |
| Admin fee / account holder | $0 | $766-100.0% | $11,612-100.0% | $592-100.0% |