See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 21 · EIN 13-5570651 P.O. BOX 1547 · SECAUCUS, NJ 070961547 | Bank Trustee | $53,537 |
BKD, LLP2 years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 1003 RED BANKS ROAD · GREENVILLE, NC 27858 | Accounting | $25,720 |
Filed as: KRAVITZ, LLC C/O FUTUREPLAN Service code 11 · EIN 95-3207191 P. O. BOX 219073 · KANSAS CITY, MO 64121 | Actuarial | $21,894 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $239,436-100.0% | $227,282-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 42.0%-42.0pp | 35.4%-35.4pp | 37.6%-37.6pp |
| Annual return | -0.33% | 10.53%-10.9pp | 10.75%-11.1pp | 9.30%-9.6pp |
| Employer contribution / active EE | $0 | $37,400-100.0% | $35,162-100.0% | $43,742-100.0% |
| Participant deferral / active EE | $0 | $82-100.0% | $82-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $4,800-100.0% | $4,611-100.0% | $12,596-100.0% |