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| Provider | Service type | Compensation |
|---|---|---|
QCI ASSET MANAGEMENT1 year Service code 17 · EIN 16-1045618 | Pension Consulting | $109,376 |
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $70,868 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $8,946 |
Filed as: CHARLES SCHWAB & CO. Service code 22 · EIN 94-1737782 | Insurance Broker | $7,650 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $29,558-100.0% | $98,614-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 8.8%-8.8pp | 1.8%-1.8pp |
| Annual return | -3.68% | -1.21%-2.5pp | -0.41%-3.3pp | 0.19%-3.9pp |
| Employer contribution / active EE | $0 | $10,104-100.0% | $15,396-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $121-100.0% | $26-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $803-100.0% | $2,970-100.0% | $426-100.0% |