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| Provider | Service type | Compensation |
|---|---|---|
SVA PLUMB FINANCIAL1 year Filed as: SVA PLUMB WEALTH MANAGEMENT, LLC Service code 28 · EIN 27-4605583 | Investment Management | $11,825 |
ALLIANCE BENEFIT GROUP2+ years Service code 15 · EIN 37-8099315 | Recordkeeping | $1,742 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $1,634 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO, INC Service code 52 · EIN 94-1737782 | Indirect Investment Fees | $0 |
Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,642 | $36,916-25.1% | $156,551-82.3% | $57,658-52.1% |
| Participation rate | 23.6% | 63.4%-39.8pp | 84.0%-60.4pp | 70.2%-46.6pp |
| Annual return | 7.61% | 12.38%-4.8pp | 32.23%-24.6pp | 5.13%+2.5pp |
| Employer contribution / active EE | $121 | $1,571-92.3% | $5,501-97.8% | $1,974-93.9% |
| Participant deferral / active EE | $342 | $1,926-82.2% | $4,871-93.0% | $3,061-88.8% |
| Admin fee / account holder | $158 | $82+91.2% | $13,028-98.8% | $95+66.8% |