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| Provider | Service type | Compensation |
|---|---|---|
BPAS7+ years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $38,890 |
BPAS7+ years Filed as: BPAS FIDUCIARY SERVICES Service code 27 · EIN 27-1728945 | Advisory (Plan) | $36,462 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: THE CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 62-1719257 | Securities Custodian | $16,412 |
Filed as: MAYER HOFFMAN MCCANN CPAS Service code 10 · EIN 43-1947695 | Accounting | $15,750 |
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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 | $88,833-100.0% | $151,098-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 5.9%-5.9pp | 16.3%-16.3pp | 8.4%-8.4pp |
| Annual return | 14.19% | 12.41%+1.8pp | 11.31%+2.9pp | 18.35%-4.2pp |
| Employer contribution / active EE | $0 | $18,122-100.0% | $35,729-100.0% | $14,669-100.0% |
| Participant deferral / active EE | $0 | $427-100.0% | $237-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $6,633-100.0% | $20,124-100.0% | $9,141-100.0% |