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| Provider | Service type | Compensation |
|---|---|---|
MCF ADVISORS LLC4+ years Filed as: MCF ADVISORS, LLC Service code 17 · EIN 31-1066955 | Pension Consulting | $12,512 |
PENSION CORPORATION OF AMERICA4+ years Service code 15 · EIN 31-1360674 | Recordkeeping | $1,932 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $13,487 | $47,977-71.9% | $154,111-91.2% | $56,287-76.0% |
| Participation rate | 61.8% | 66.2%-4.4pp | 83.0%-21.3pp | 69.9%-8.1pp |
| Annual return | -5.30% | 3.54%-8.8pp | 735.18%-740.5pp | -9.96%+4.7pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $961 | $2,392-59.8% | $5,081-81.1% | $3,350-71.3% |
| Admin fee / account holder | $126 | $438-71.2% | $13,411-99.1% | $521-75.8% |