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| Provider | Service type | Compensation |
|---|---|---|
ACO/DCS1+ years Service code 11 · EIN 26-4614358 3985 STEVE REYNOLDS BLVD. · NORCROSS, GA 30093 | Actuarial | $44,400 |
BCS FINANCIAL, LLC1+ years Service code 28 · EIN 62-1731672 | Investment Management | $29,048 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB Service code 28 · EIN 94-3149038 | Investment Management | $23,132 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $0 | $138,622-100.0% | $96,302-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 28.6%-28.6pp | 8.8%-8.8pp | 48.7%-48.7pp |
| Annual return | -4.51% | -6.67%+2.2pp | -2.90%-1.6pp | -2.16%-2.3pp |
| Employer contribution / active EE | $0 | $50,664-100.0% | $27,990-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $0 | $137-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $677-100.0% | $519-100.0% | $12,572-100.0% |