Filed June 8, 2018
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| Provider | Service type | Compensation |
|---|---|---|
MCF ADVISORS LLC9+ years Filed as: MCF ADVISORS, LLC Service code 17 · EIN 31-1066955 | Pension Consulting | $53,519 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 28 · EIN 82-3967259 | Investment Management | $3,088 |
PENSION CORPORATION OF AMERICA9+ years Service code 15 · EIN 31-1360674 | Recordkeeping | $3,020 |
CHARLES SCHWAB & CO., INC.9+ years Service code 59 | Shareholder Servicing | $425 |
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 | $45,760 | $69,774-34.4% | $67,575-32.3% | $74,459-38.5% |
| Participation rate | 66.8% | 71.4%-4.6pp | 72.9%-6.1pp | 67.2%-0.4pp |
| Annual return | 12.20% | -40.53%+52.7pp | 3528.98%-3516.8pp | 1369.70%-1357.5pp |
| Employer contribution / active EE | $860 | $2,710-68.3% | $2,736-68.5% | $2,626-67.2% |
| Participant deferral / active EE | $1,750 | $3,636-51.9% | $4,003-56.3% | $4,350-59.8% |
| Admin fee / account holder | $322 | $890-63.8% | $3,993-91.9% | $1,945-83.4% |