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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.6 years Service code 13 · EIN 95-2887986 | Contract Administrator | $29,811 |
CHARLES SCHWAB & CO., INC.8+ years Service code 28 · EIN 94-1737782 | Investment Management | $0 |
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,103 | $46,292-76.0% | $143,757-92.3% | $64,808-82.9% |
| Participation rate | 89.5% | 64.2%+25.3pp | 80.3%+9.2pp | 71.5%+18.0pp |
| Annual return | -20.52% | -10.05%-10.5pp | -0.04%-20.5pp | 32.82%-53.3pp |
| Employer contribution / active EE | $456 | $1,910-76.1% | $4,951-90.8% | $2,506-81.8% |
| Participant deferral / active EE | $2,532 | $2,646-4.3% | $5,637-55.1% | $4,310-41.2% |
| Admin fee / account holder | $75 | $154-51.5% | $14,673-99.5% | $188-60.3% |