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| Provider | Service type | Compensation |
|---|---|---|
RLW ASSOCIATES, LLC3 years Service code 27 · EIN 47-5206941 | Advisory (Plan) | $36,000 |
REED-RAMSEY, INC.3 years Service code 11 · EIN 36-6079566 | Actuarial | $17,319 |
WARADY & DAVIS LLP3 years Service code 10 · EIN 36-2170602 | Accounting | $13,500 |
Service code 11 · EIN 36-4389114 | Actuarial | $8,679 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 59 | Shareholder Servicing | $1,389 |
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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.
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 | $1,889,152-100.0% | $477,209-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 10.2%-10.2pp | 13.5%-13.5pp |
| Annual return | 9.62% | 9.93%-0.3pp | -2.84%+12.5pp | 9.29%+0.3pp |
| Employer contribution / active EE | $0 | $11,565-100.0% | $33,329-100.0% | $15,168-100.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $51-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $2,475-100.0% | $2,037-100.0% |