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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.1+ years Service code 10 · EIN 95-2887986 | Accounting | $4,172 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,055 | $37,134-5.6% | $100,671-65.2% | $52,331-33.0% |
| Participation rate | 51.9% | 57.7%-5.8pp | 70.7%-18.9pp | 68.1%-16.3pp |
| Annual return | -1.89% | 0.10%-2.0pp | 20.43%-22.3pp | 4.54%-6.4pp |
| Employer contribution / active EE | $999 | $1,187-15.9% | $4,012-75.1% | $1,882-46.9% |
| Participant deferral / active EE | $1,658 | $2,163-23.4% | $3,144-47.3% | $3,022-45.1% |
| Admin fee / account holder | $64 | $467-86.3% | $4,850-98.7% | $592-89.2% |