Filed April 23, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Service code 19 | Securities Custodian | $0 |
RETIREMENT DIRECT1 year Service code 64 · EIN 91-2076699 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $253,175 | $98,982+155.8% | $162,185+56.1% | $65,186+288.4% |
| Participation rate | 44.5% | 85.8%-41.3pp | 87.6%-43.0pp | 70.2%-25.7pp |
| Annual return | 35.82% | 24.84%+11.0pp | 115.61%-79.8pp | 29.39%+6.4pp |
| Employer contribution / active EE | $5,418 | $3,467+56.3% | $5,613-3.5% | $2,177+148.9% |
| Participant deferral / active EE | $5,271 | $5,384-2.1% | $7,297-27.8% | $3,514+50.0% |
| Admin fee / account holder | $187 | $596-68.7% | $10,844-98.3% | $847-78.0% |