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| Provider | Service type | Compensation |
|---|---|---|
CERITY PARTNERS3 years Service code 17 11601 WILSHIRE BOULEVARD · LOS ANGELES, CA 90025 | Pension Consulting | $199,218 |
Service code 12 · EIN 84-1477138 | Recordkeeping and information managem... | $29,692 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Shareholder servicing fees; Direct pa... | $18,398 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $82,222 | $105,581-22.1% | $70,494+16.6% | $90,274-8.9% |
| Participation rate | 44.2% | 77.5%-33.3pp | 75.1%-30.8pp | 73.4%-29.1pp |
| Annual return | 17.05% | 14.78%+2.3pp | 109.16%-92.1pp | 53.97%-36.9pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,738-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $3,032 | $3,813-20.5% | $3,711-18.3% | $4,231-28.3% |
| Admin fee / account holder | $251 | $68+271.5% | $3,848-93.5% | $114+119.9% |