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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
EPIC RETIREMENT PLAN SERVICES1+ years Service code 15 · EIN 16-1450952 | Recordkeeping | $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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $1,403 | $25,302-94.5% | $74,722-98.1% | $67,579-97.9% |
| Participation rate | 2.8% | 37.8%-35.1pp | 54.5%-51.7pp | 71.3%-68.5pp |
| Annual return | 0.00% | 10291.17%-10291.2pp | 753.11%-753.1pp | 378.56%-378.6pp |
| Employer contribution / active EE | $0 | $446-100.0% | $1,084-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $39 | $954-95.9% | $1,963-98.0% | $3,539-98.9% |
| Admin fee / account holder | $54 | $108-50.2% | $3,335-98.4% | $142-62.3% |