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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5+ years Filed as: REA & ASSOCIATES Service code 10 · EIN 34-1310124 | Accounting | $17,340 |
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $15,377 |
CROWE LLP2 years Service code 65 · EIN 35-0921680 | Account Maintenance | $12,803 |
Filed as: MILLS, POTOCZAK, & CO. Service code 25 27600 CHAGRIN BLVD · CLEVELAND, OH 44122 | Directed Trustee | $9,891 |
GBQ CONSULTING5+ years Filed as: GBQ CONSULTING LLC Service code 34 · EIN 20-2122189 | Valuation (appraisals, etc.) | $9,500 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $8,532 |
Participant 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $20,696 | $65,367-68.3% | $92,915-77.7% | $72,976-71.6% |
| Participation rate | 99.0% | 68.3%+30.7pp | 76.0%+23.0pp | 69.5%+29.5pp |
| Annual return | 2.63% | 42.11%-39.5pp | 109.45%-106.8pp | 81.02%-78.4pp |
| Employer contribution / active EE | $3,986 | $2,594+53.7% | $3,653+9.1% | $2,440+63.4% |
| Participant deferral / active EE | $978 | $3,128-68.7% | $4,238-76.9% | $3,608-72.9% |
| Admin fee / account holder | $283 | $4,251-93.3% | $5,796-95.1% | $5,124-94.5% |