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| Provider | Service type | Compensation |
|---|---|---|
SYM FINANCIAL CORPORATION1+ years Filed as: SYM FINANCIAL Service code 26 · EIN 35-1550787 | Advisory (Participants) | $16,938 |
ASCENSUS LLC1+ years Filed as: ASCENSUS CONSULTING Service code 15 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Recordkeeping | $16,401 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (other than securities) | $1,652 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,807 | $37,117-73.6% | $147,618-93.4% | $55,191-82.2% |
| Participation rate | 55.6% | 63.6%-8.0pp | 84.6%-29.0pp | 69.2%-13.5pp |
| Annual return | -2.69% | 3.44%-6.1pp | 61.98%-64.7pp | 10.78%-13.5pp |
| Employer contribution / active EE | $247 | $1,620-84.8% | $5,565-95.6% | $1,899-87.0% |
| Participant deferral / active EE | $786 | $1,985-60.4% | $4,895-83.9% | $3,046-74.2% |
| Admin fee / account holder | $107 | $86+24.5% | $11,612-99.1% | $91+17.3% |