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| Provider | Service type | Compensation |
|---|---|---|
MCF ADVISORS LLC10+ years Filed as: MCF ADVISORS, LLC Service code 17 · EIN 31-1066955 | Pension Consulting | $16,773 |
PENSION CORPORATION OF AMERICA10+ years Service code 15 · EIN 31-1360674 | Recordkeeping | $8,098 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $877 |
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,039 | $55,470-69.3% | $155,556-89.0% | $74,478-77.1% |
| Participation rate | 86.0% | 61.9%+24.1pp | 78.2%+7.8pp | 67.2%+18.8pp |
| Annual return | 11.07% | 269.80%-258.7pp | 64.84%-53.8pp | 1370.56%-1359.5pp |
| Employer contribution / active EE | $159 | $2,267-93.0% | $4,675-96.6% | $2,626-94.0% |
| Participant deferral / active EE | $1,923 | $2,838-32.2% | $5,631-65.9% | $4,350-55.8% |
| Admin fee / account holder | $170 | $1,744-90.3% | $15,885-98.9% | $1,946-91.3% |