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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARLES SCHWAB Service code 21 · EIN 58-1428634 | Bank Trustee | $51,076 |
DEFINITI LLC3 years Filed as: DEFINITI Service code 11 · EIN 25-1809719 | Actuarial | $22,850 |
MORISON COGEN LLP10+ years Service code 10 · EIN 23-1406493 | Accounting | $13,500 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $93,040-100.0% | $148,078-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 13.3%-13.3pp | 5.4%-5.4pp | 43.7%-43.7pp |
| Annual return | 8.97% | 3.77%+5.2pp | 6.70%+2.3pp | 13.05%-4.1pp |
| Employer contribution / active EE | $0 | $35,747-100.0% | $25,217-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $9-100.0% | $47-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $7,182-100.0% | $31,365-100.0% |