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| Provider | Service type | Compensation |
|---|---|---|
XPYRIA INVESTMENT ADVISORS1+ years Service code 28 · EIN 25-1635188 | Investment Management | $32,553 |
CENTRAL DATA SERVICES1+ years Service code 13 · EIN 25-1352803 | Contract Administrator | $23,000 |
HALLETT ASSOCIATES, INC.1+ years Service code 11 · EIN 25-1592340 | Actuarial | $18,780 |
WILSON-MCSHANE CORPORATION1+ years Filed as: WILSON KOZICKI & GWYNN, PLLC Service code 10 · EIN 55-0526247 | Accounting | $12,425 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 21 · EIN 94-1737782 | Bank Trustee | $540 |
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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 | $15,875-100.0% | $209,859-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 42.7%-42.7pp | 12.6%-12.6pp |
| Annual return | -6.59% | 3.12%-9.7pp | 4.16%-10.8pp | 4.56%-11.2pp |
| Employer contribution / active EE | $4,310 | $10,957-60.7% | $29,966-85.6% | $15,526-72.2% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $13,952-100.0% | $1,711-100.0% |