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| Provider | Service type | Compensation |
|---|---|---|
FINDEC WEALTH SERVICES, INC.3 years Filed as: FINDEC WEALTH SERVICES, INC Service code 17 · EIN 85-3994987 | Pension Consulting | $5,339 |
Filed as: FINDEC BENEFIT SERVICES, INC Service code 13 · EIN 85-3986400 | Contract Administrator | $1,450 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $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 | $13,411 | $61,356-78.1% | $149,696-91.0% | $71,511-81.2% |
| Participation rate | 42.2% | 62.5%-20.3pp | 78.8%-36.6pp | 67.9%-25.7pp |
| Annual return | 15.30% | 35.86%-20.6pp | 134.46%-119.2pp | 28.86%-13.6pp |
| Employer contribution / active EE | $649 | $2,382-72.7% | $4,821-86.5% | $2,589-74.9% |
| Participant deferral / active EE | $1,548 | $2,920-47.0% | $5,682-72.8% | $4,291-63.9% |
| Admin fee / account holder | $57 | $1,263-95.5% | $13,212-99.6% | $1,588-96.4% |