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| Provider | Service type | Compensation |
|---|---|---|
MCF ADVISORS LLC2 years Filed as: MCF ADVISORS Service code 16 · EIN 20-0566061 | Consulting | $32,539 |
Filed as: CHARLES SCHWAB TRUST COMPANY Service code 50 · EIN 42-1558009 | Direct Payment | $1,917 |
Service code 13 · EIN 31-1360674 | Contract Administrator | $1,675 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,946 | $48,046-8.5% | $84,611-48.1% | $72,985-39.8% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 8.94% | 37.38%-28.4pp | 258.74%-249.8pp | 81.00%-72.1pp |
| Employer contribution / active EE | $1,363 | $1,602-14.9% | $2,652-48.6% | $2,440-44.1% |
| Participant deferral / active EE | $5,899 | $2,680+120.1% | $3,899+51.3% | $3,607+63.5% |
| Admin fee / account holder | $301 | $3,395-91.1% | $4,912-93.9% | $5,124-94.1% |