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| Provider | Service type | Compensation |
|---|---|---|
MCF ADVISORS LLC4+ years Filed as: MCF ADVISORS, LLC Service code 17 · EIN 31-1066955 | Pension Consulting | $83,648 |
PENSION CORPORATION OF AMERICA4+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $13,716 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 28 · EIN 42-1558009 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,802 | $76,000+1.1% | $154,107-50.2% | $64,186+19.7% |
| Participation rate | 72.7% | 70.4%+2.3pp | 83.0%-10.3pp | 69.6%+3.2pp |
| Annual return | -6.16% | 30.32%-36.5pp | 735.12%-741.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $716 | $3,351-78.6% | $5,298-86.5% | $2,381-69.9% |
| Participant deferral / active EE | $1,724 | $3,175-45.7% | $5,081-66.1% | $3,470-50.3% |
| Admin fee / account holder | $403 | $5,596-92.8% | $13,411-97.0% | $4,888-91.8% |