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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 84-1477138 | Direct payment from the plan; Partici... | $4,795 |
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES LLC Service code 13 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $2,660 |
Filed as: CERITY PARTNERS RETIREMENT PLAN ADV Service code 26 335 MADISON AVENUE, 23RD FLOOR · NEW YORK, NY 10017 | Advisory (Participants) | $0 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Direct payment from the plan; Custodi... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,289 | $49,693-10.9% | $70,544-37.2% | $74,460-40.5% |
| Participation rate | 32.3% | 64.7%-32.4pp | 68.4%-36.1pp | 70.7%-38.4pp |
| Annual return | 17.41% | 21.22%-3.8pp | 32.79%-15.4pp | 34.38%-17.0pp |
| Employer contribution / active EE | $523 | $1,773-70.5% | $2,976-82.4% | $2,638-80.2% |
| Participant deferral / active EE | $1,717 | $3,376-49.1% | $4,568-62.4% | $4,530-62.1% |
| Admin fee / account holder | $19 | $316-94.0% | $6,427-99.7% | $348-94.5% |