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| Provider | Service type | Compensation |
|---|---|---|
PCA INVESTMENT ADVISORY SERVICES8+ years Service code 26 · EIN 59-3766965 | Advisory (Participants) | $20,973 |
PENSION CORPORATION OF AMERICA8+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $18,412 |
CHARLES SCHWAB & CO., INC.8+ years Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 52 · EIN 82-3967259 | Indirect Investment Fees | $0 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 59 | Shareholder Servicing | $0 |
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.
Employer contribution per participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,140 | $102,553-21.9% | $151,611-47.1% | $66,914+19.8% |
| Participation rate | 59.6% | 85.5%-25.9pp | 87.5%-27.9pp | 69.8%-10.2pp |
| Annual return | -11.98% | -10.82%-1.2pp | 3.33%-15.3pp | 1.58%-13.6pp |
| Employer contribution / active EE | $922 | $4,180-78.0% | $6,166-85.1% | $2,544-63.8% |
| Participant deferral / active EE | $3,171 | $6,641-52.2% | $8,363-62.1% | $4,237-25.1% |
| Admin fee / account holder | $238 | $630-62.2% | $11,616-98.0% | $593-59.9% |