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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB Service code 27 · EIN 94-3149038 | Advisory (Plan) | $50,039 |
HAND AND ASSOCIATES, INC1+ years Service code 21 · EIN 74-1655710 | Bank Trustee | $21,467 |
BPAS1+ years Filed as: BPAS ACTUARIAL AND PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $18,160 |
FERGUSON & CAMP & POLL1+ years Filed as: FERGUSON, CAMP & POLL Service code 10 · EIN 76-0236864 | Accounting | $15,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $78,695-100.0% | $111,575-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 2.7%-2.7pp | 8.4%-8.4pp | 12.6%-12.6pp |
| Annual return | -4.74% | 4.40%-9.1pp | 18.87%-23.6pp | 4.56%-9.3pp |
| Employer contribution / active EE | $1,954 | $10,694-81.7% | $19,828-90.1% | $15,526-87.4% |
| Participant deferral / active EE | $0 | $30-100.0% | $68-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $262-100.0% | $1,711-100.0% |