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| Provider | Service type | Compensation |
|---|---|---|
PENSION CORPORATION OF AMERICA5+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $29,100 |
PCA INVESTMENT ADVISORY SERVICES5+ years Service code 26 · EIN 59-3766965 | Advisory (Participants) | $7,700 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 52 · EIN 42-1558009 | Indirect Investment Fees | $4 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,286 | $98,982-18.9% | $162,163-50.5% | $65,185+23.2% |
| Participation rate | 60.8% | 85.8%-24.9pp | 87.6%-26.7pp | 70.2%-9.4pp |
| Annual return | 17.23% | 24.84%-7.6pp | 115.59%-98.4pp | 29.38%-12.2pp |
| Employer contribution / active EE | $1,177 | $3,467-66.0% | $5,614-79.0% | $2,177-45.9% |
| Participant deferral / active EE | $3,145 | $5,384-41.6% | $7,298-56.9% | $3,514-10.5% |
| Admin fee / account holder | $137 | $596-77.0% | $10,843-98.7% | $847-83.8% |