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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.2+ years Service code 10 · EIN 95-2887986 | Accounting | $34,457 |
Service code 10 · EIN 22-1977437 | Accounting | $10,154 |
Filed as: CHARLES SCHWAB TRUST COMPANY Service code 21 · EIN 42-1558009 | Bank Trustee | $4,780 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $84,311 | $48,364+74.3% | $71,796+17.4% | $62,881+34.1% |
| Participation rate | 55.9% | 60.6%-4.7pp | 69.1%-13.2pp | 69.3%-13.4pp |
| Annual return | 7.84% | 13.16%-5.3pp | 78.04%-70.2pp | 20.14%-12.3pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,047 | $2,091+45.7% | $2,794+9.0% | $3,203-4.9% |
| Admin fee / account holder | $658 | $3,771-82.5% | $4,815-86.3% | $4,296-84.7% |