Filed June 8, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $69,771-34.4% | $67,524-32.2% | $74,400-38.5% |
| Participation rate | 66.8% | 71.4%-4.5pp | 72.9%-6.1pp | 67.2%-0.4pp |
| Annual return | 12.20% | -40.49%+52.7pp | 3519.41%-3507.2pp | 1367.51%-1355.3pp |
| Employer contribution / active EE | $860 | $2,710-68.3% | $2,734-68.5% | $2,624-67.2% |
| Participant deferral / active EE | $1,750 | $3,638-51.9% | $4,001-56.3% | $4,348-59.8% |
| Admin fee / account holder | $322 | $889-63.8% | $4,001-91.9% | $1,944-83.4% |