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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SHAREBUILDER ADVISORS, LLC Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $222,422 |
PAI5 years Service code 13 1300 ENTERPRISE DRIVE · DE PERE, WI 54115 | Contract Administrator | $55,020 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,517 | $93,223-73.7% | $185,827-86.8% | $93,223-73.7% |
| Participation rate | 25.1% | 74.9%-49.8pp | 78.0%-52.9pp | 74.9%-49.8pp |
| Annual return | 338.25% | 19.29%+319.0pp | 35.96%+302.3pp | 19.29%+319.0pp |
| Employer contribution / active EE | $723 | $2,680-73.0% | $4,087-82.3% | $2,680-73.0% |
| Participant deferral / active EE | $1,014 | $4,563-77.8% | $5,633-82.0% | $4,563-77.8% |
| Admin fee / account holder | $73 | $79-8.4% | $9,502-99.2% | $79-8.4% |