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| Provider | Service type | Compensation |
|---|---|---|
STERLING INVESTMENT ADVISORS LTD4+ years Filed as: STERLING INVESTMENT ADVISORS Service code 27 · EIN 23-3034280 1055 WESTLAKES DRIVE · BERWYN, PA 19312 | Advisory (Plan) | $20,409 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 71 · EIN 94-1737782 1958 SUMMIT PARK DRIVE · ORLANDO, FL 32810 | Brokerage Fees | $18,625 |
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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.
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 | $160,548-100.0% | $145,218-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 23.9%-23.9pp | 20.5%-20.5pp | 46.4%-46.4pp |
| Annual return | -19.32% | -0.62%-18.7pp | -0.67%-18.7pp | -82.67%+63.3pp |
| Employer contribution / active EE | $93,222 | $37,810+146.6% | $31,731+193.8% | $43,771+113.0% |
| Participant deferral / active EE | $0 | $456-100.0% | $473-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $36,086-100.0% | $28,383-100.0% | $11,204-100.0% |