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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 13 · EIN 38-3712991 | Contract Administrator | $7,202 |
Filed as: CHARLES SCHWAB & CO. INC Service code 15 · EIN 94-1737782 | Recordkeeping | $450 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,664 | $62,267-29.9% | $110,243-60.4% | $55,725-21.6% |
| Participation rate | 86.4% | 78.1%+8.2pp | 79.8%+6.5pp | 70.9%+15.5pp |
| Annual return | -6.19% | -1.07%-5.1pp | 314.76%-320.9pp | 244.93%-251.1pp |
| Employer contribution / active EE | $2,700 | $1,941+39.0% | $3,827-29.5% | $2,078+29.9% |
| Participant deferral / active EE | $4,500 | $3,516+28.0% | $4,672-3.7% | $3,356+34.1% |
| Admin fee / account holder | $38 | $121-68.3% | $8,548-99.6% | $115-66.8% |