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| Provider | Service type | Compensation |
|---|---|---|
FUTUREBENEFITS OF AMERICA3+ years Service code 15 · EIN 62-1751967 11177 HWY 70 STE 201 · ARLINGTON, TN 38002 | Recordkeeping | $36,546 |
JAMES E. BAIERS3+ years Service code 20 · EIN 37-7467009 1906 W. HOUSTONIA AVE. · ROYAL OAK, MI 48073 | Trustee (individual) | $21,564 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB TRUST CO. Service code 21 · EIN 42-1558009 12401 RESEARCH BLVD. BLDG 2 · AUTIN, TX 78759 | Bank Trustee | $20,103 |
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 | $6,805 | $31,424-78.3% | $81,473-91.6% | $69,631-90.2% |
| Participation rate | 100.0% | 50.8%+49.2pp | 68.0%+32.0pp | 70.7%+29.3pp |
| Annual return | 3.18% | 22.44%-19.3pp | 38.78%-35.6pp | 27571.02%-27567.8pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,568-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $0 | $1,838-100.0% | $3,537-100.0% | $3,224-100.0% |
| Admin fee / account holder | $264 | $103+157.6% | $4,561-94.2% | $110+139.3% |