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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.1+ years Filed as: TRI-AD ACTUARIES Service code 13 · EIN 95-2887986 | Contract Administrator | $12,023 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $65,835 | $45,283+45.4% | $155,789-57.7% | $52,331+25.8% |
| Participation rate | 22.9% | 62.2%-39.3pp | 76.1%-53.2pp | 68.1%-45.2pp |
| Annual return | -1.96% | 1.80%-3.8pp | 71.54%-73.5pp | 4.54%-6.5pp |
| Employer contribution / active EE | $0 | $1,329-100.0% | $3,839-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,162 | $2,854-59.3% | $4,798-75.8% | $3,022-61.6% |
| Admin fee / account holder | $429 | $981-56.2% | $7,477-94.3% | $592-27.4% |