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| Provider | Service type | Compensation |
|---|---|---|
PENSION CORPORATION OF AMERICA3+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $32,811 |
PCA INVESTMENT ADVISORY SERVICES3+ years Service code 26 · EIN 59-3766965 | Advisory (Participants) | $4,030 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,820 | $89,739-34.5% | $149,721-60.7% | $62,293-5.6% |
| Participation rate | 61.1% | 85.1%-24.0pp | 87.1%-25.9pp | 69.5%-8.4pp |
| Annual return | 12.42% | 21.01%-8.6pp | 1501.67%-1489.3pp | 28.90%-16.5pp |
| Employer contribution / active EE | $940 | $3,233-70.9% | $5,444-82.7% | $2,042-54.0% |
| Participant deferral / active EE | $2,821 | $4,797-41.2% | $6,568-57.1% | $3,169-11.0% |
| Admin fee / account holder | $83 | $551-84.9% | $11,282-99.3% | $479-82.6% |