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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 11601 WILSHIRE BOULEVARD · LOS ANGELES, CA 90025 | Pension Consulting | $156,794 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 · EIN 42-1558009 | Float revenue; Direct payment from th... | $26,761 |
Service code 12 · EIN 84-1477138 | Participant communication; Participan... | $10,380 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,957 | $67,166-19.7% | $57,356-5.9% | $55,191-2.2% |
| Participation rate | 63.3% | 77.7%-14.4pp | 75.1%-11.8pp | 69.2%-5.9pp |
| Annual return | -0.78% | 4.22%-5.0pp | 24.41%-25.2pp | 10.78%-11.6pp |
| Employer contribution / active EE | $1,012 | $2,812-64.0% | $2,689-62.4% | $1,899-46.7% |
| Participant deferral / active EE | $4,514 | $2,835+59.2% | $3,162+42.8% | $3,046+48.2% |
| Admin fee / account holder | $228 | $44+423.3% | $3,357-93.2% | $91+151.0% |