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| Provider | Service type | Compensation |
|---|---|---|
PFG6+ years Service code 14 · EIN 42-0127290 | Plan Administrator | $24,088 |
Service code 15 · EIN 32-0469227 | Recordkeeping | $16,061 |
STERN BROTHERS1 year Service code 34 · EIN 43-1749095 | Consulting fees; Valuation (appraisal... | $10,500 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,193 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,384 | $91,517+44.7% | $101,248+30.8% | $73,409+80.3% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 8.21% | 17.17%-9.0pp | 46.47%-38.3pp | 59.29%-51.1pp |
| Employer contribution / active EE | $2,571 | $2,877-10.6% | $3,660-29.8% | $2,234+15.1% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $145 | $216-32.8% | $5,945-97.6% | $158-8.2% |