Filed January 13, 2021
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| Provider | Service type | Compensation |
|---|---|---|
MBM ADVISORS, INC.1+ years Service code 15 440 LOUISIANA STREET, SUITE 2500 · HOUSTON, TX 77002 | Recordkeeping | $14,520 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $9,367 | $37,117-74.8% | $147,617-93.7% | $55,191-83.0% |
| Participation rate | 83.9% | 63.6%+20.3pp | 84.6%-0.7pp | 69.2%+14.8pp |
| Annual return | -4.50% | 3.44%-7.9pp | 61.98%-66.5pp | 10.78%-15.3pp |
| Employer contribution / active EE | $595 | $1,620-63.3% | $5,564-89.3% | $1,899-68.7% |
| Participant deferral / active EE | $822 | $1,985-58.6% | $4,895-83.2% | $3,046-73.0% |
| Admin fee / account holder | $50 | $86-42.1% | $11,612-99.6% | $91-45.4% |