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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $333 |
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP SOUTHWEST Service code 15 · EIN 38-3944313 | Recordkeeping | $225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $3,596 | $45,068-92.0% | $67,221-94.7% | $73,412-95.1% |
| Participation rate | 4.4% | 75.3%-71.0pp | 79.4%-75.0pp | 72.2%-67.8pp |
| Annual return | 27.43% | 16.15%+11.3pp | 20.72%+6.7pp | 59.30%-31.9pp |
| Employer contribution / active EE | $0 | $2,041-100.0% | $3,723-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $91 | $2,660-96.6% | $4,384-97.9% | $3,806-97.6% |
| Admin fee / account holder | $5 | $111-95.7% | $5,844-99.9% | $158-97.0% |