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| Provider | Service type | Compensation |
|---|---|---|
SJS INVESTMENT CONSULTING INC2+ years Filed as: SJS INVESTMENT CONSULTING INC. Service code 27 · EIN 34-1803756 | Advisory (Plan) | $79,506 |
FINDLEY2+ years Filed as: FINDLEY DAVIES, INC. Service code 11 · EIN 34-1213174 | Actuarial | $78,196 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 26 · EIN 42-1558009 | Advisory (Participants) | $42,842 |
WASMER, SCHROEDER & CO INC.2+ years Filed as: WASMER SCHROEDER & COMPANY INC. Service code 27 · EIN 59-2771369 | Advisory (Plan) | $27,070 |
ANNESS GERLACH & WILLIAMS, CPA'S2+ years Service code 10 · EIN 34-1451668 | Accounting | $13,200 |
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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 | $1,723,788-100.0% | $128,366-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.9%-1.9pp |
| Annual return | 12.66% | 12.52%+0.1pp | 9.39%+3.3pp | 23.90%-11.2pp |
| Employer contribution / active EE | $0 | $13,977-100.0% | $33,466-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $463-100.0% | $657-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $2,132-100.0% | $18,975-100.0% |