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| Provider | Service type | Compensation |
|---|---|---|
PENSION CORPORATION OF AMERICA10+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $60,705 |
PCA INVESTMENT ADVISORY SERVICES10+ years Service code 26 · EIN 59-3766965 | Advisory (Participants) | $49,387 |
CHARLES SCHWAB & CO., INC.10+ years Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 52 · EIN 82-3967259 | Indirect Investment Fees | $0 |
CHARLES SCHWAB & CO., INC.10+ 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.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,480 | $129,021-21.3% | $184,203-44.9% | $77,643+30.7% |
| Participation rate | 66.2% | 87.3%-21.2pp | 86.8%-20.7pp | 70.6%-4.4pp |
| Annual return | 10.63% | 33.27%-22.6pp | 28.81%-18.2pp | 31.24%-20.6pp |
| Employer contribution / active EE | $1,304 | $4,413-70.4% | $6,427-79.7% | $2,726-52.1% |
| Participant deferral / active EE | $3,933 | $7,297-46.1% | $9,131-56.9% | $4,647-15.4% |
| Admin fee / account holder | $219 | $254-13.6% | $13,901-98.4% | $430-49.1% |