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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.3 years Service code 13 · EIN 95-2887986 | Contract Administrator | $19,202 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $98,184 | $43,133+127.6% | $89,435+9.8% | $73,497+33.6% |
| Participation rate | 100.0% | 55.0%+45.0pp | 68.0%+32.0pp | 70.7%+29.3pp |
| Annual return | 11.03% | 135.66%-124.6pp | 245.55%-234.5pp | 28.51%-17.5pp |
| Employer contribution / active EE | $1,620 | $1,438+12.7% | $2,587-37.4% | $2,270-28.6% |
| Participant deferral / active EE | $5,941 | $2,445+143.0% | $3,890+52.7% | $3,740+58.9% |
| Admin fee / account holder | $134 | $444-69.7% | $4,884-97.3% | $513-73.8% |