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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 | $41,016-57.2% | $152,093-88.5% | $64,097-72.6% |
| Participation rate | 37.0% | 51.3%-14.4pp | 77.8%-40.8pp | 55.2%-18.2pp |
| Annual return | 11.69% | 39.60%-27.9pp | 66.36%-54.7pp | 34.64%-23.0pp |
| Employer contribution / active EE | $769 | $1,342-42.7% | $4,175-81.6% | $1,891-59.3% |
| Participant deferral / active EE | $1,569 | $1,927-18.6% | $5,451-71.2% | $3,080-49.1% |
| Admin fee / account holder | $62 | $2,305-97.3% | $14,497-99.6% | $3,454-98.2% |