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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.5+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $49,667 |
TRI-AD ACTUARIES, INC.4 years Filed as: TRI-AD CAPITAL MGMT Service code 27 221 WEST CREST ST. STE. 300 · ESCONDIDO, CA 92025 | Advisory (Plan) | $20,995 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $6,010 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,777 | $46,423-53.1% | $75,901-71.3% | $67,579-67.8% |
| Participation rate | 88.1% | 63.1%+25.0pp | 69.3%+18.8pp | 71.3%+16.8pp |
| Annual return | 20.34% | 32.29%-12.0pp | 30.76%-10.4pp | 378.56%-358.2pp |
| Employer contribution / active EE | $488 | $1,406-65.3% | $2,501-80.5% | $2,148-77.3% |
| Participant deferral / active EE | $1,537 | $2,564-40.1% | $3,603-57.3% | $3,539-56.6% |
| Admin fee / account holder | $198 | $132+50.3% | $5,420-96.3% | $142+39.2% |