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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB INSTITUTIONAL Service code 28 · EIN 94-3106735 | Investment Management | $9,417 |
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Claims processing; Direct payment fro... | $5,022 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $13,611 | $56,640-76.0% | $78,002-82.6% | $55,167-75.3% |
| Participation rate | 75.5% | 73.3%+2.2pp | 75.5%-0.1pp | 69.0%+6.5pp |
| Annual return | 3.38% | 2868.48%-2865.1pp | 425.99%-422.6pp | 169.23%-165.9pp |
| Employer contribution / active EE | $284 | $1,724-83.5% | $2,470-88.5% | $1,963-85.5% |
| Participant deferral / active EE | $1,430 | $2,778-48.5% | $3,497-59.1% | $3,054-53.2% |
| Admin fee / account holder | $61 | $467-86.9% | $5,481-98.9% | $504-87.8% |