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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.5 years Service code 13 · EIN 95-2887986 | Contract Administrator | $12,670 |
CHARLES SCHWAB & CO., INC.5 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,834 | $37,463+145.1% | $77,100+19.1% | $66,949+37.2% |
| Participation rate | 100.0% | 52.9%+47.1pp | 67.9%+32.1pp | 69.8%+30.2pp |
| Annual return | -17.68% | -3.25%-14.4pp | 42.35%-60.0pp | 1.57%-19.2pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $2,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $7,106 | $2,621+171.1% | $4,430+60.4% | $4,239+67.6% |
| Admin fee / account holder | $83 | $568-85.4% | $5,443-98.5% | $594-86.0% |