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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 2360 CORPORATE CIRCLE STE 400 · HENDERSON, NV 89074 | Securities Custodian | $483,105 |
UNITED ACTUARIAL SERVCIES2 years Filed as: UNITED ACTUARIAL Service code 11 · EIN 35-2156428 11590 NORTH MERIDIAN ST., STE 610 · CARMEL, IN 46032 | Actuarial | $44,600 |
PARAMOUNT CONSULTING7+ years Service code 14 5235 ASHFORD RD. · DUBLIN, OH 43017 | Plan Administrator | $33,489 |
ALATEK2 years Filed as: ALATEK, LLC Service code 99 · EIN 62-1782185 P.O. BOX 834 · CROSSVILLE, TN 38557 | Other Fees | $27,150 |
PILE CPAS7+ years Service code 10 · EIN 35-0865680 ONE INDIANA SQUARE, STE. 1200 · INDIANAPOLIS, IN 46204 | Accounting | $24,250 |
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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 | $503,327-100.0% | $748,470-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.7%-21.7pp | - |
| Annual return | 3.14% | 55.68%-52.5pp | 0.46%+2.7pp | - |
| Employer contribution / active EE | $0 | $21,727-100.0% | $35,480-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $231-100.0% | - |
| Admin fee / account holder | $0 | $311,717-100.0% | $29,938-100.0% | - |