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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.2+ years Filed as: TRI-AD ACTUARIES Service code 13 · EIN 95-2887986 | Contract Administrator | $11,945 |
CHARLES SCHWAB & CO., INC.2+ 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $71,220 | $50,898+39.9% | $171,082-58.4% | $55,167+29.1% |
| Participation rate | 23.8% | 63.3%-39.5pp | 76.7%-52.9pp | 69.0%-45.2pp |
| Annual return | 8.70% | 15.34%-6.6pp | 32.56%-23.9pp | 169.23%-160.5pp |
| Employer contribution / active EE | $0 | $1,433-100.0% | $4,002-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,399 | $2,994-53.3% | $4,797-70.8% | $3,054-54.2% |
| Admin fee / account holder | $393 | $500-21.3% | $8,520-95.4% | $504-22.0% |