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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.7 years Service code 13 · EIN 95-2887986 | Contract Administrator | $58,024 |
CHARLES SCHWAB & CO., INC.7 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $6,466 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,770 | $129,227-62.3% | $184,260-73.5% | $77,736-37.3% |
| Participation rate | 99.3% | 87.4%+12.0pp | 86.8%+12.5pp | 70.6%+28.7pp |
| Annual return | 14.82% | 33.24%-18.4pp | 28.84%-14.0pp | 31.26%-16.4pp |
| Employer contribution / active EE | $1,549 | $4,412-64.9% | $6,427-75.9% | $2,728-43.2% |
| Participant deferral / active EE | $6,195 | $7,307-15.2% | $9,133-32.2% | $4,651+33.2% |
| Admin fee / account holder | $200 | $256-21.7% | $13,898-98.6% | $433-53.8% |