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| Provider | Service type | Compensation |
|---|---|---|
PENSION CORPORATION OF AMERICA8+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $12,833 |
PCA INVESTMENT ADVISORY SERVICES8+ years Service code 27 · EIN 59-3766965 | Advisory (Plan) | $3,103 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,656 | $27,639+97.8% | $61,501-11.1% | $68,490-20.2% |
| Participation rate | 47.4% | 39.5%+7.9pp | 52.6%-5.2pp | 67.9%-20.5pp |
| Annual return | -14.51% | -13.19%-1.3pp | 339.04%-353.6pp | -7.85%-6.7pp |
| Employer contribution / active EE | $672 | $696-3.5% | $1,160-42.1% | $2,597-74.1% |
| Participant deferral / active EE | $1,432 | $1,264+13.4% | $2,125-32.6% | $4,028-64.4% |
| Admin fee / account holder | $128 | $2,012-93.7% | $2,132-94.0% | $5,403-97.6% |