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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 84-1477138 | Participant loan processing; Direct p... | $6,740 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Float revenue; Direct payment from th... | $3,874 |
CERITY PARTNERS2 years Service code 17 11601 WILSHIRE BOULEVARD · LOS ANGELES, CA 90025 | Pension Consulting | $3,622 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,449 | $46,423-23.6% | $75,886-53.3% | $67,579-47.5% |
| Participation rate | 35.9% | 63.1%-27.2pp | 69.3%-33.4pp | 71.3%-35.4pp |
| Annual return | 23.04% | 32.29%-9.3pp | 30.76%-7.7pp | 378.56%-355.5pp |
| Employer contribution / active EE | $559 | $1,406-60.2% | $2,500-77.6% | $2,148-74.0% |
| Participant deferral / active EE | $1,596 | $2,564-37.8% | $3,603-55.7% | $3,539-54.9% |
| Admin fee / account holder | $41 | $132-69.1% | $5,418-99.2% | $142-71.4% |