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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.8 years Service code 13 · EIN 95-2887986 | Contract Administrator | $27,428 |
CHARLES SCHWAB & CO., INC.8 years Service code 28 · EIN 94-1737782 | Investment Management | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,121 | $45,109-66.5% | $85,187-82.2% | $77,736-80.5% |
| Participation rate | 90.2% | 48.7%+41.5pp | 67.5%+22.7pp | 70.6%+19.6pp |
| Annual return | 11.79% | 79.55%-67.8pp | 66.67%-54.9pp | 31.26%-19.5pp |
| Employer contribution / active EE | $995 | $1,602-37.9% | $2,732-63.6% | $2,728-63.5% |
| Participant deferral / active EE | $2,430 | $2,814-13.6% | $4,525-46.3% | $4,651-47.7% |
| Admin fee / account holder | $56 | $915-93.8% | $6,162-99.1% | $433-87.0% |