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| Provider | Service type | Compensation |
|---|---|---|
XPYRIA INVESTMENT ADVISORS10+ years Filed as: XPYRIA INVESTMENT ADVISORS, INC. Service code 28 · EIN 25-1635188 | Investment Management | $133,900 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $57,058 |
ACRISURE1 year Service code 11 · EIN 92-3652116 | Actuarial | $28,707 |
COZEN O'CONNOR7 years Service code 29 · EIN 23-1732832 | Legal | $12,472 |
CHARLES SCHWAB & CO., INC.6 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $1 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $468,422-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.5%-30.5pp | 11.0%-11.0pp |
| Annual return | 5.47% | 10.38%-4.9pp | 6.89%-1.4pp | 8.21%-2.7pp |
| Employer contribution / active EE | $0 | $22,557-100.0% | $43,868-100.0% | $13,841-100.0% |
| Participant deferral / active EE | $0 | $177-100.0% | $44-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $1,988-100.0% | $1,652-100.0% |