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| Provider | Service type | Compensation |
|---|---|---|
REED-RAMSEY, INC.1 year Service code 11 · EIN 36-6079566 | Actuarial | $20,931 |
RLW ASSOCIATES, LLC1 year Service code 27 · EIN 47-5206941 | Advisory (Plan) | $18,000 |
WARADY & DAVIS LLP1 year Service code 10 · EIN 36-2170602 | Accounting | $13,500 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 59 | Shareholder Servicing | $1,317 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $48,087-100.0% | $157,466-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 11.9%-11.9pp | 14.6%-14.6pp |
| Annual return | -6.87% | -2.83%-4.0pp | 12.68%-19.6pp | 10.56%-17.4pp |
| Employer contribution / active EE | $12,893 | $11,770+9.5% | $22,860-43.6% | $13,643-5.5% |
| Participant deferral / active EE | $0 | $39-100.0% | $123-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,275-100.0% | $2,825-100.0% | $3,354-100.0% |