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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; Sub-trans... | $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 | $46,688-62.4% | $189,758-90.8% | $69,733-74.9% |
| Participation rate | 37.0% | 61.7%-24.7pp | 79.8%-42.8pp | 62.5%-25.5pp |
| Annual return | 11.69% | 14.35%-2.7pp | 52.62%-40.9pp | 15.22%-3.5pp |
| Employer contribution / active EE | $769 | $1,695-54.6% | $4,767-83.9% | $2,250-65.8% |
| Participant deferral / active EE | $1,569 | $2,143-26.8% | $5,856-73.2% | $3,054-48.6% |
| Admin fee / account holder | $62 | $1,700-96.4% | $20,388-99.7% | $3,102-98.0% |