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| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC2 years Service code 11 · EIN 13-3954297 | Actuarial | $62,718 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: REA AND ASSOCIATES INC. Service code 10 · EIN 34-1310124 | Accounting | $10,935 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,244-100.0% | $133,543,011-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 2.8%-2.8pp |
| Annual return | 5.01% | 15.60%-10.6pp | 29.77%-24.8pp | 16.32%-11.3pp |
| Employer contribution / active EE | $6,250 | $11,838-47.2% | $33,607-81.4% | $17,007-63.2% |
| Participant deferral / active EE | $0 | $372-100.0% | $96-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $835,310-100.0% | $127-100.0% |