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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.2 years Service code 13 · EIN 95-2887986 | Contract Administrator | $7,787 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $93,818 | $69,337+35.3% | $84,637+10.8% | - |
| Participation rate | 100.0% | 59.9%+40.1pp | 68.2%+31.8pp | - |
| Annual return | 20.46% | 20.76%-0.3pp | 258.82%-238.4pp | - |
| Employer contribution / active EE | $2,020 | $2,334-13.5% | $2,653-23.9% | - |
| Participant deferral / active EE | $6,238 | $3,055+104.2% | $3,900+59.9% | - |
| Admin fee / account holder | $60 | $6,559-99.1% | $4,914-98.8% | - |