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| Provider | Service type | Compensation |
|---|---|---|
BPAS1+ years Filed as: BPAS FIDUCIARY SERVICES Service code 27 · EIN 23-2745184 | Advisory (Plan) | $33,322 |
BPAS1+ years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $27,300 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: THE CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 62-1719257 | Securities Custodian | $15,452 |
O'CONNOR DAVIES, LLP1+ years Filed as: O'CONNOR DAVIES LLP Service code 10 · EIN 13-3385019 | Accounting | $9,242 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $36,706-100.0% | $108,235-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 18.1%-18.1pp | 32.2%-32.2pp | 15.7%-15.7pp |
| Annual return | -0.19% | -0.85%+0.7pp | -1.08%+0.9pp | -7.14%+6.9pp |
| Employer contribution / active EE | $27,099 | $14,391+88.3% | $35,779-24.3% | $14,613+85.4% |
| Participant deferral / active EE | $0 | $122-100.0% | $238-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $210-100.0% | $13,449-100.0% | $1,191-100.0% |