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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.4 years Service code 13 · EIN 95-2887986 | Contract Administrator | $21,823 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $1,836 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,176 | $84,493-40.6% | $125,381-60.0% | $66,938-25.0% |
| Participation rate | 40.6% | 76.4%-35.8pp | 82.4%-41.8pp | 69.8%-29.2pp |
| Annual return | -17.03% | -8.49%-8.5pp | 572.31%-589.3pp | 1.58%-18.6pp |
| Employer contribution / active EE | $1,160 | $3,554-67.4% | $4,815-75.9% | $2,545-54.4% |
| Participant deferral / active EE | $6,411 | $6,783-5.5% | $7,448-13.9% | $4,238+51.3% |
| Admin fee / account holder | $204 | $685-70.2% | $10,007-98.0% | $594-65.6% |