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| Provider | Service type | Compensation |
|---|---|---|
TRUTINA FINANCIAL1 year Filed as: TRUTINA FINANCIAL LLC Service code 27 · EIN 47-0995939 | Advisory (Plan) | $18,787 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 49 · EIN 94-1737782 | Other Services | $1,542 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,271 | $101,591+14.5% | $147,096-21.0% | $74,429+56.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 8.81% | 8746.45%-8737.6pp | 419.75%-410.9pp | 1368.38%-1359.6pp |
| Employer contribution / active EE | $16,201 | $3,813+324.9% | $4,936+228.2% | $2,625+517.2% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $135 | $1,750-92.3% | $13,005-99.0% | $1,944-93.1% |