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| Provider | Service type | Compensation |
|---|---|---|
PENSION CORPORATION OF AMERICA8+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $60,607 |
PCA INVESTMENT ADVISORY SERVICES8+ years Service code 26 · EIN 59-3766965 | Advisory (Participants) | $42,307 |
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.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,216 | $86,897-10.0% | $151,639-48.4% | $64,819+20.7% |
| Participation rate | 69.3% | 87.3%-18.0pp | 87.5%-18.2pp | 71.5%-2.2pp |
| Annual return | -9.24% | -3.57%-5.7pp | 3.34%-12.6pp | 32.84%-42.1pp |
| Employer contribution / active EE | $1,065 | $4,010-73.4% | $6,165-82.7% | $2,507-57.5% |
| Participant deferral / active EE | $3,946 | $6,690-41.0% | $8,363-52.8% | $4,311-8.5% |
| Admin fee / account holder | $178 | $153+16.4% | $11,613-98.5% | $188-5.2% |