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| Provider | Service type | Compensation |
|---|---|---|
MCF ADVISORS LLC10+ years Filed as: MCF ADVISORS, LLC Service code 17 · EIN 31-1066955 | Pension Consulting | $67,880 |
PENSION CORPORATION OF AMERICA10+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $2,081 |
CHARLES SCHWAB & CO., INC.10+ years Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 28 · EIN 82-3967259 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,717 | $81,358+26.3% | $155,556-34.0% | $80,959+26.9% |
| Participation rate | 63.6% | 66.3%-2.6pp | 78.2%-14.6pp | 67.7%-4.0pp |
| Annual return | 13.73% | 33.39%-19.7pp | 64.84%-51.1pp | 35.67%-21.9pp |
| Employer contribution / active EE | $755 | $3,106-75.7% | $4,675-83.8% | $2,757-72.6% |
| Participant deferral / active EE | $1,858 | $3,455-46.2% | $5,631-67.0% | $4,300-56.8% |
| Admin fee / account holder | $402 | $7,994-95.0% | $15,885-97.5% | $6,925-94.2% |