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| Provider | Service type | Compensation |
|---|---|---|
CHERNOFF DIAMOND & CO., LLC1+ years Service code 15 · EIN 11-2836994 | Recordkeeping | $30,244 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 94-1737782 | Securities Custodian | $5,576 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $49,821 | $54,320-8.3% | $67,652-26.4% | $52,331-4.8% |
| Participation rate | 94.3% | 73.6%+20.7pp | 75.7%+18.6pp | 68.1%+26.2pp |
| Annual return | -2.76% | 6.81%-9.6pp | 6625.04%-6627.8pp | 4.54%-7.3pp |
| Employer contribution / active EE | $886 | $1,544-42.6% | $2,266-60.9% | $1,882-52.9% |
| Participant deferral / active EE | $2,635 | $2,950-10.7% | $3,560-26.0% | $3,022-12.8% |
| Admin fee / account holder | $49 | $527-90.6% | $4,821-99.0% | $592-91.7% |