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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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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $134,556-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.4%-15.4pp | 0.0%0pp |
| Annual return | 3.96% | 10.08%-6.1pp | 8.50%-4.5pp | 10.08%-6.1pp |
| Employer contribution / active EE | $6,548 | $15,414-57.5% | $29,758-78.0% | $15,414-57.5% |
| Participant deferral / active EE | $0 | $2,174-100.0% | $538-100.0% | $2,174-100.0% |
| Admin fee / account holder | $0 | $0 | $8,606-100.0% | - |