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| Provider | Service type | Compensation |
|---|---|---|
MCF ADVISORS LLC5+ years Filed as: MCF ADVISORS, LLC Service code 17 · EIN 31-1066955 | Pension Consulting | $76,117 |
PENSION CORPORATION OF AMERICA5+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $19,993 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 28 · EIN 42-1558009 | 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.)
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 | $91,698 | $85,202+7.6% | $172,739-46.9% | $72,985+25.6% |
| Participation rate | 66.7% | 70.1%-3.4pp | 82.6%-16.0pp | 69.5%-2.8pp |
| Annual return | 19.88% | 27.32%-7.4pp | 802.84%-783.0pp | 81.00%-61.1pp |
| Employer contribution / active EE | $756 | $3,324-77.3% | $5,143-85.3% | $2,440-69.0% |
| Participant deferral / active EE | $1,715 | $3,260-47.4% | $5,198-67.0% | $3,607-52.5% |
| Admin fee / account holder | $395 | $5,884-93.3% | $13,954-97.2% | $5,124-92.3% |