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| Provider | Service type | Compensation |
|---|---|---|
FUTUREBENEFITS OF AMERICA2+ years Service code 15 · EIN 62-1751967 11177 HWY 70 STE 201 · ARLINGTON, TN 38002 | Recordkeeping | $37,344 |
JAMES E. BAIERS2+ years Service code 20 · EIN 37-7467009 1906 W. HOUSTONIA AVE. · ROYAL OAK, MI 48073 | Trustee (individual) | $24,428 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST CO. Service code 21 · EIN 42-1558009 12401 RESEARCH BLVD. BLDG 2 · AUTIN, TX 78759 | Bank Trustee | $21,488 |
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.
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 | $6,707 | $30,599-78.1% | $74,577-91.0% | $57,658-88.4% |
| Participation rate | 100.0% | 49.1%+50.9pp | 68.1%+31.9pp | 70.2%+29.8pp |
| Annual return | -0.97% | 14.24%-15.2pp | 20.47%-21.4pp | 5.13%-6.1pp |
| Employer contribution / active EE | $0 | $1,000-100.0% | $2,525-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $0 | $1,805-100.0% | $3,458-100.0% | $3,061-100.0% |
| Admin fee / account holder | $278 | $98+183.1% | $4,138-93.3% | $95+193.6% |