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| Provider | Service type | Compensation |
|---|---|---|
STERLING INVESTMENT ADVISORS LTD5+ years Filed as: STERLING INVESTMENT ADVISORS Service code 27 · EIN 23-3034280 1055 WESTLAKES DRIVE · BERWYN, PA 19312 | Advisory (Plan) | $20,736 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 71 · EIN 94-1737782 1958 SUMMIT PARK DRIVE · ORLANDO, FL 32810 | Brokerage Fees | $0 |
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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 | $179,235-100.0% | $161,646-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 15.5%-15.5pp | 47.3%-47.3pp |
| Annual return | 22.29% | 12.78%+9.5pp | 12.93%+9.4pp | 12.16%+10.1pp |
| Employer contribution / active EE | $69,125 | $42,142+64.0% | $35,210+96.3% | $44,747+54.5% |
| Participant deferral / active EE | $0 | $435-100.0% | $458-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,275-100.0% | $4,659-100.0% | $17,640-100.0% |