Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PENSION CORPORATION OF AMERICA1+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $36,014 |
PCA INVESTMENT ADVISORY SERVICES1+ years Service code 26 · EIN 59-3766965 | Advisory (Participants) | $4,545 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 52 · EIN 42-1558009 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $59,274 | $70,667-16.1% | $123,105-51.9% | $52,331+13.3% |
| Participation rate | 65.0% | 83.7%-18.7pp | 86.8%-21.8pp | 68.1%-3.1pp |
| Annual return | 0.28% | 6.23%-5.9pp | 13.22%-12.9pp | 4.54%-4.3pp |
| Employer contribution / active EE | $1,101 | $2,946-62.6% | $5,151-78.6% | $1,882-41.5% |
| Participant deferral / active EE | $3,211 | $4,493-28.5% | $6,229-48.5% | $3,022+6.2% |
| Admin fee / account holder | $88 | $506-82.6% | $9,014-99.0% | $592-85.1% |