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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SHAREBUILDER Service code 27 83 SOUTH KING STREET · SEATTLE, WA 98104 | Advisory (Plan) | $17,529 |
PAI2 years Service code 13 1300 ENTERPRISE DRIVE · DE PERE, WI 54115 | Contract Administrator | $6,719 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,956 | $43,233-74.7% | $185,117-94.1% | $77,958-85.9% |
| Participation rate | 27.2% | 64.2%-37.0pp | 77.3%-50.0pp | 71.6%-44.4pp |
| Annual return | 40.67% | 20.43%+20.2pp | 40.50%+0.2pp | 20.87%+19.8pp |
| Employer contribution / active EE | $707 | $1,312-46.1% | $4,182-83.1% | $2,310-69.4% |
| Participant deferral / active EE | $1,018 | $2,912-65.1% | $5,045-79.8% | $3,537-71.2% |
| Admin fee / account holder | $35 | $95-63.5% | $8,159-99.6% | $97-64.4% |