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| Provider | Service type | Compensation |
|---|---|---|
MCF ADVISORS LLC6 years Filed as: MCF ADVISORS Service code 16 · EIN 20-0566061 | Consulting | $37,033 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 50 · EIN 82-3967259 | Direct Payment | $2,668 |
Service code 13 · EIN 31-1360674 | Contract Administrator | $2,613 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,310 | $49,922+8.8% | $80,569-32.6% | $75,163-27.7% |
| Participation rate | 97.6% | 55.3%+42.3pp | 67.0%+30.6pp | 67.2%+30.4pp |
| Annual return | 12.74% | 34.69%-21.9pp | 935.43%-922.7pp | 160.62%-147.9pp |
| Employer contribution / active EE | $1,658 | $1,698-2.4% | $2,723-39.1% | $2,670-37.9% |
| Participant deferral / active EE | $7,018 | $2,990+134.7% | $4,447+57.8% | $4,125+70.1% |
| Admin fee / account holder | $323 | $3,577-91.0% | $5,377-94.0% | $5,651-94.3% |