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| Provider | Service type | Compensation |
|---|---|---|
PENSION CORPORATION OF AMERICA3+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $33,553 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 28 · EIN 42-1558009 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $94,555 | $60,545+56.2% | $92,233+2.5% | $69,631+35.8% |
| Participation rate | 74.7% | 72.2%+2.5pp | 76.5%-1.8pp | 70.7%+4.0pp |
| Annual return | 10.51% | 19.71%-9.2pp | 176.28%-165.8pp | 27571.02%-27560.5pp |
| Employer contribution / active EE | $3,444 | $2,633+30.8% | $3,679-6.4% | $2,032+69.5% |
| Participant deferral / active EE | $4,024 | $2,828+42.3% | $3,897+3.3% | $3,224+24.8% |
| Admin fee / account holder | $80 | $145-44.6% | $5,194-98.5% | $110-27.3% |