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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.3 years Service code 13 · EIN 95-2887986 | Contract Administrator | $10,712 |
CHARLES SCHWAB & CO., INC.5+ years Service code 28 · EIN 94-1737782 | Investment Management | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,492 | $62,928-89.7% | $172,739-96.2% | $67,579-90.4% |
| Participation rate | 85.6% | 64.5%+21.1pp | 82.6%+2.9pp | 71.3%+14.3pp |
| Annual return | 29.89% | 30.36%-0.5pp | 802.84%-773.0pp | 378.56%-348.7pp |
| Employer contribution / active EE | $357 | $1,636-78.2% | $5,143-93.1% | $2,148-83.4% |
| Participant deferral / active EE | $1,688 | $2,145-21.3% | $5,198-67.5% | $3,539-52.3% |
| Admin fee / account holder | $31 | $167-81.4% | $13,954-99.8% | $142-78.2% |