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| Provider | Service type | Compensation |
|---|---|---|
FINDEC WEALTH SERVICES, INC.5 years Filed as: FINDEC WEALTH SERVICES, INC Service code 17 · EIN 85-3994987 | Pension Consulting | $5,214 |
Filed as: FINDEC BENEFIT SERVICES, INC Service code 13 · EIN 85-3986400 | Contract Administrator | $3,319 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $1,699 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $0 |
Filed as: CHARLES SCHWAB & CO. INC Service code 60 | Sub-TA Fees | $0 |
PAYDEN & RYGEL1 year Filed as: PAYDEN FUNDS Service code 60 | Sub-TA Fees | $0 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,534 | $43,496-59.7% | $161,489-89.1% | $64,340-72.7% |
| Participation rate | 37.0% | 53.5%-16.5pp | 78.7%-41.7pp | 55.2%-18.3pp |
| Annual return | 11.69% | 20.76%-9.1pp | 89.72%-78.0pp | 24.14%-12.5pp |
| Employer contribution / active EE | $769 | $1,431-46.2% | $4,268-82.0% | $1,862-58.7% |
| Participant deferral / active EE | $1,569 | $1,996-21.4% | $5,630-72.1% | $2,980-47.4% |
| Admin fee / account holder | $62 | $2,330-97.3% | $16,006-99.6% | $3,703-98.3% |