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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 47-3764076 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Recordkeeping | $12,256 |
Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $3,372 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,665 | $82,979-83.5% | $102,412-86.7% | $77,736-82.4% |
| Participation rate | 36.8% | 71.5%-34.7pp | 74.5%-37.7pp | 70.6%-33.7pp |
| Annual return | 11.20% | 19.11%-7.9pp | 24.94%-13.7pp | 31.26%-20.1pp |
| Employer contribution / active EE | $919 | $3,554-74.2% | $3,870-76.3% | $2,728-66.3% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $39 | $639-93.9% | $8,388-99.5% | $433-91.1% |