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| Provider | Service type | Compensation |
|---|---|---|
MCF ADVISORS LLC9+ years Filed as: MCF ADVISORS, LLC Service code 17 · EIN 31-1066955 | Pension Consulting | $14,460 |
PENSION CORPORATION OF AMERICA9+ years Service code 15 · EIN 31-1360674 | Recordkeeping | $8,821 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $767 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,990 | $61,356-78.8% | $149,696-91.3% | $71,511-81.8% |
| Participation rate | 85.0% | 62.5%+22.5pp | 78.8%+6.2pp | 67.9%+17.1pp |
| Annual return | 17.82% | 35.86%-18.0pp | 134.46%-116.6pp | 28.86%-11.0pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,559 | $2,920-46.6% | $5,682-72.6% | $4,291-63.7% |
| Admin fee / account holder | $144 | $1,263-88.6% | $13,212-98.9% | $1,588-90.9% |