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| Provider | Service type | Compensation |
|---|---|---|
PENSION CORPORATION OF AMERICA7+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $57,814 |
PCA INVESTMENT ADVISORY SERVICES7+ years Service code 26 · EIN 59-3766965 | Advisory (Participants) | $51,318 |
CHARLES SCHWAB & CO., INC.7+ years Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 52 · EIN 82-3967259 | Indirect Investment Fees | $0 |
CHARLES SCHWAB & CO., INC.7+ 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.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,060 | $111,491-21.9% | $189,537-54.1% | $86,821+0.3% |
| Participation rate | 68.6% | 87.3%-18.7pp | 87.8%-19.2pp | 72.3%-3.7pp |
| Annual return | 10.59% | 83.50%-72.9pp | 555.34%-544.7pp | 97.94%-87.3pp |
| Employer contribution / active EE | $1,326 | $3,951-66.5% | $6,161-78.5% | $2,406-44.9% |
| Participant deferral / active EE | $4,281 | $6,437-33.5% | $8,220-47.9% | $4,132+3.6% |
| Admin fee / account holder | $191 | $189+1.3% | $12,048-98.4% | $170+12.7% |