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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Service code 11 · EIN 22-2232264 P O BOX 95135 · CHICAGO, IL 606945135 | Actuarial | $81,044 |
COOK STREET CONSULTING2+ years Service code 27 5299 DTC BLVD, SUITE 1150 · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $38,625 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $12,333 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $264,156-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 3.6%-3.6pp |
| Annual return | 9.74% | 4.43%+5.3pp | 4.74%+5.0pp | 11.88%-2.1pp |
| Employer contribution / active EE | $58,364 | $35,917+62.5% | $46,220+26.3% | $14,612+299.4% |
| Participant deferral / active EE | $0 | $1,335-100.0% | $248-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $12,050-100.0% | $637-100.0% |