Filed August 28, 2026
Total covered: 18 employees
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| Provider | Service type | Compensation |
|---|---|---|
PENSION CORPORATION OF AMERICA11+ years Service code 15 · EIN 31-1360674 | Recordkeeping | $71,087 |
PCA INVESTMENT ADVISORY SERVICES11+ years Service code 26 · EIN 59-3766965 | Advisory (Participants) | $43,807 |
CHARLES SCHWAB & CO., INC.11+ years Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 52 · EIN 82-3967259 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,830 | $108,549-26.5% | $156,263-48.9% | $85,563-6.7% |
| Participation rate | 95.2% | 77.1%+18.1pp | 78.9%+16.2pp | 66.0%+29.2pp |
| Annual return | 14.21% | 21.79%-7.6pp | 59.47%-45.3pp | 31.51%-17.3pp |
| Employer contribution / active EE | $1,291 | $2,690-52.0% | $4,333-70.2% | $2,654-51.4% |
| Participant deferral / active EE | $5,274 | $4,800+9.9% | $6,158-14.4% | $4,375+20.5% |
| Admin fee / account holder | $259 | $650-60.2% | $14,255-98.2% | $834-69.0% |