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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 71 · EIN 94-1737782 1958 SUMMIT PARK DRIVE · ORLANDO, FL 32810 | Brokerage Fees | $37,204 |
STERLING INVESTMENT ADVISORS LTD2+ years Filed as: STERLING INVESTMENT ADVISORS Service code 27 · EIN 23-3034280 1055 WESTLAKES DRIVE · BERWYN, PA 19312 | Advisory (Plan) | $14,409 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $127,229-100.0% | $115,939-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 22.8%-22.8pp | 19.3%-19.3pp | 45.6%-45.6pp |
| Annual return | -0.15% | 3.55%-3.7pp | 3.97%-4.1pp | 4.16%-4.3pp |
| Employer contribution / active EE | $45,714 | $33,688+35.7% | $28,168+62.3% | $42,918+6.5% |
| Participant deferral / active EE | $0 | $205-100.0% | $274-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $15,835-100.0% | $12,837-100.0% | $21,465-100.0% |