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| Provider | Service type | Compensation |
|---|---|---|
FINDLEY1+ years Filed as: FINDLEY DAVIES, INC. Service code 11 · EIN 34-1213174 | Actuarial | $92,007 |
SJS INVESTMENT CONSULTING INC1+ years Filed as: SJS INVESTMENT CONSULTING INC. Service code 27 · EIN 34-1803756 | Advisory (Plan) | $78,144 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $41,663 |
WASMER, SCHROEDER & CO INC.1+ years Filed as: WASMER SCHROEDER & COMPANY INC. Service code 27 · EIN 59-2771369 | Advisory (Plan) | $24,865 |
ANNESS GERLACH & WILLIAMS, CPA'S1+ years Service code 10 · EIN 34-1451668 | Accounting | $14,835 |
CHARLES SCHWAB & CO., INC.1+ years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $50 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $35,636-100.0% | $115,939-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.8%-1.8pp |
| Annual return | 0.93% | 4.82%-3.9pp | 3.97%-3.0pp | 7.18%-6.3pp |
| Employer contribution / active EE | $0 | $12,725-100.0% | $28,168-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $526-100.0% | $274-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,837-100.0% | $362-100.0% |