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| Provider | Service type | Compensation |
|---|---|---|
TCI WEALTH ADVISORS INC5 years Filed as: TCI WEALTH ADVISORS Service code 28 · EIN 86-1002710 4757 CAUGHLIN PKWY SUITE B · RENO, NV 89519 | Investment Management | $116,046 |
SIERRA PENSION SERVICES, INC.6+ years Service code 11 · EIN 71-0946290 9744 S. VIRGINIA ST., SUITE C · RENO, NV 89511 | Actuarial | $21,900 |
MAUPIN, COX & LEGOY6+ years Service code 29 · EIN 88-0119903 4785 CAUGHLIN PARKWAY · RENO, NV 89519 | Legal | $7,006 |
ALBRIGHT & ASSOCIATES, LTD6+ years Service code 10 · EIN 88-0149095 1025 RIDGEVIEW DR., SUITE 300 · RENO, NV 89509 | Accounting | $935 |
CHARLES SCHWAB & CO., INC.6+ years Service code 28 · EIN 94-1737782 101 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Investment Management | $732 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,012 | $52,293+66.4% | $178,499-51.3% | $73,412+18.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 8.22% | 34.75%-26.5pp | 151.10%-142.9pp | 59.30%-51.1pp |
| Employer contribution / active EE | $6,153 | $1,735+254.6% | $5,011+22.8% | $2,234+175.5% |
| Participant deferral / active EE | $3,653 | $2,332+56.7% | $5,202-29.8% | $3,806-4.0% |
| Admin fee / account holder | $348 | $127+173.5% | $13,986-97.5% | $158+120.6% |