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| Provider | Service type | Compensation |
|---|---|---|
BURGESS CHAMBERS & ASSOC INC1+ years Service code 27 · EIN 59-2878619 | Advisory (Plan) | $22,009 |
RICHMOND CAPITAL MANAGEMENT1+ years Filed as: RICHMOND CAPITAL MANAGEMENT IN Service code 27 · EIN 54-1288566 | Advisory (Plan) | $9,929 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 94-1737782 | Directed Trustee | $5,712 |
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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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $50,876-100.0% | $466,275-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.6%-17.6pp | 15.7%-15.7pp |
| Annual return | -7.76% | -1.93%-5.8pp | -2.52%-5.2pp | -7.14%-0.6pp |
| Employer contribution / active EE | $0 | $13,932-100.0% | $109,954-100.0% | $14,613-100.0% |
| Participant deferral / active EE | $0 | $149-100.0% | $846-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $12,408-100.0% | $1,191-100.0% |