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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 | Sub-transfer agency fees; Shareholder... | $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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,343-61.3% | $150,298-88.3% | $67,986-74.2% |
| Participation rate | 37.0% | 51.9%-14.9pp | 77.8%-40.8pp | 57.2%-20.2pp |
| Annual return | 11.69% | 33.28%-21.6pp | 62.79%-51.1pp | 31.67%-20.0pp |
| Employer contribution / active EE | $769 | $1,462-47.4% | $4,154-81.5% | $2,019-61.9% |
| Participant deferral / active EE | $1,569 | $2,055-23.7% | $5,453-71.2% | $3,358-53.3% |
| Admin fee / account holder | $62 | $2,250-97.3% | $14,116-99.6% | $3,203-98.1% |