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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.3+ years Filed as: TRI-AD ACTUARIES, INC Service code 13 · EIN 95-2887986 | Contract Administrator | $2,695 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO., INC Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $74,798 | $42,548+75.8% | $74,549+0.3% | $56,287+32.9% |
| Participation rate | 43.1% | 60.5%-17.4pp | 69.1%-26.0pp | 69.9%-26.7pp |
| Annual return | -4.83% | 12.40%-17.2pp | 32.53%-37.4pp | -9.96%+5.1pp |
| Employer contribution / active EE | $361 | $855-57.8% | $1,961-81.6% | $2,111-82.9% |
| Participant deferral / active EE | $952 | $2,277-58.2% | $3,108-69.4% | $3,350-71.6% |
| Admin fee / account holder | $28 | $467-94.1% | $5,059-99.5% | $521-94.7% |