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| Provider | Service type | Compensation |
|---|---|---|
RBF CAPITAL MANAGEMENT, INC.3 years Service code 26 · EIN 45-5277485 | Advisory (Participants) | $31,485 |
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Consulting (pension); Direct payment ... | $19,319 |
SKIBBIE CPA, INC.2 years Filed as: SKIBBIE, CPA INC. Service code 10 · EIN 27-0851321 | Accounting | $17,993 |
Service code 12 · EIN 82-4839041 | Participant loan processing; Recordke... | $8,789 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $3,542 |
CHARLES SCHWAB & CO., INC.2 years Service code 19 | Securities Custodian | $0 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,581 | $45,109-16.7% | $85,187-55.9% | $77,736-51.7% |
| Participation rate | 49.1% | 48.7%+0.4pp | 67.5%-18.5pp | 70.6%-21.5pp |
| Annual return | 10.73% | 79.55%-68.8pp | 66.67%-55.9pp | 31.26%-20.5pp |
| Employer contribution / active EE | $491 | $1,602-69.4% | $2,732-82.0% | $2,728-82.0% |
| Participant deferral / active EE | $1,459 | $2,814-48.1% | $4,525-67.7% | $4,651-68.6% |
| Admin fee / account holder | $256 | $915-72.0% | $6,162-95.8% | $433-41.0% |