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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 2360 CORPORATE CIRCLE STE 400 · HENDERSON, NV 89074 | Securities Custodian | $484,012 |
UNITED ACTUARIAL SERVCIES5 years Filed as: UNITED ACTUARIAL Service code 11 · EIN 35-2156428 11590 NORTH MERIDIAN ST., STE 610 · CARMEL, IN 46032 | Actuarial | $49,500 |
PARAMOUNT CONSULTING10+ years Service code 14 5235 ASHFORD RD. · DUBLIN, OH 43017 | Plan Administrator | $37,500 |
PILE CPAS10+ years Service code 10 · EIN 35-0865680 ONE INDIANA SQUARE, STE. 1200 · INDIANAPOLIS, IN 46204 | Accounting | $24,400 |
Service code 99 · EIN 52-1796473 3000 SOUTH LENOLA RD · MAPLE SHADE, NJ 08052 | Other Fees | $15,113 |
Service code 49 · EIN 39-1034021 18700 W. BLUEMOUND RD. · BROOKFIELD, WI 53045 | Other Services | $5,375 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $133,308-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.8%-11.8pp | 0.0%0pp |
| Annual return | 3.96% | 10.52%-6.6pp | 7.44%-3.5pp | 10.52%-6.6pp |
| Employer contribution / active EE | $6,548 | $15,140-56.7% | $30,790-78.7% | $15,140-56.7% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $640-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $16,084-100.0% | - |