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| Provider | Service type | Compensation |
|---|---|---|
BPAS ACTUARIAL & PENSION SERVICES10+ years Service code 11 · EIN 30-0192194 | Actuarial | $35,345 |
BPAS ACTUARIAL & PENSION SERVICES10+ years Filed as: BPAS FIDUCIARY SERVICES Service code 27 · EIN 27-1728945 | Advisory (Plan) | $35,263 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: THE CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 62-1719257 | Securities Custodian | $15,490 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $342,274-100.0% | $342,274-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 14.4%-14.4pp | 43.7%-43.7pp |
| Annual return | 12.78% | 7.83%+5.0pp | 8.34%+4.4pp | 13.05%-0.3pp |
| Employer contribution / active EE | $0 | $34,993-100.0% | $30,790-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $124-100.0% | $252-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $47,069-100.0% | $47,069-100.0% | $31,365-100.0% |