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| Provider | Service type | Compensation |
|---|---|---|
MCF ADVISORS LLC8 years Filed as: MCF ADVISORS Service code 16 · EIN 20-0566061 | Consulting | $47,587 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 50 · EIN 82-3967259 | Direct Payment | $3,321 |
Service code 13 · EIN 31-1360674 | Contract Administrator | $2,347 |
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 | $74,829 | $60,022+24.7% | $88,946-15.9% | $84,808-11.8% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 12.90% | 22.43%-9.5pp | 57.82%-44.9pp | 40.90%-28.0pp |
| Employer contribution / active EE | $3,233 | $1,703+89.9% | $2,555+26.6% | $2,631+22.9% |
| Participant deferral / active EE | $7,663 | $3,114+146.1% | $4,581+67.3% | $4,212+81.9% |
| Admin fee / account holder | $423 | $4,811-91.2% | $8,261-94.9% | $7,344-94.2% |