Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MCF ADVISORS LLC8+ years Filed as: MCF ADVISORS, LLC Service code 17 · EIN 31-1066955 | Pension Consulting | $74,350 |
PENSION CORPORATION OF AMERICA8+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $3,349 |
CHARLES SCHWAB & CO., INC.8+ years Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 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 | $94,233 | $73,848+27.6% | $143,799-34.5% | $68,486+37.6% |
| Participation rate | 68.3% | 66.7%+1.7pp | 80.3%-12.0pp | 67.9%+0.4pp |
| Annual return | -14.95% | 0.91%-15.9pp | -0.04%-14.9pp | -7.85%-7.1pp |
| Employer contribution / active EE | $861 | $3,184-73.0% | $4,952-82.6% | $2,597-66.9% |
| Participant deferral / active EE | $1,873 | $3,385-44.7% | $5,638-66.8% | $4,028-53.5% |
| Admin fee / account holder | $468 | $5,755-91.9% | $14,677-96.8% | $5,404-91.3% |