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| Provider | Service type | Compensation |
|---|---|---|
CHERNOFF DIAMOND & CO., LLC1+ years Service code 15 · EIN 11-2836994 | Recordkeeping | $24,071 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $4,226 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
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 | $41,674 | $55,182-24.5% | $73,309-43.2% | $55,191-24.5% |
| Participation rate | 45.1% | 73.9%-28.8pp | 74.9%-29.8pp | 69.2%-24.0pp |
| Annual return | -0.35% | 8.55%-8.9pp | 5.67%-6.0pp | 10.78%-11.1pp |
| Employer contribution / active EE | $263 | $1,935-86.4% | $3,237-91.9% | $1,899-86.2% |
| Participant deferral / active EE | $2,818 | $4,641-39.3% | $4,991-43.5% | $3,046-7.5% |
| Admin fee / account holder | $38 | $68-44.1% | $5,635-99.3% | $91-57.8% |