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| Provider | Service type | Compensation |
|---|---|---|
MRA ASSOCIATES USA LLC7 years Service code 27 · EIN 27-1529830 | Advisory (Plan) | $15,020 |
CHARLES SCHWAB & CO., INC.7 years Filed as: CHARLES SCHWAB & CO, INC. Service code 71 · EIN 94-1737782 | Brokerage Fees | $294 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,469 | $82,163+230.4% | $125,381+116.5% | $64,819+318.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | 15.39% | 3.49%+11.9pp | 572.31%-556.9pp | 32.84%-17.5pp |
| Employer contribution / active EE | $12,380 | $3,616+242.4% | $4,815+157.1% | $2,507+393.9% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $36 | $163-77.9% | $10,007-99.6% | $188-80.8% |