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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.5 years Service code 13 · EIN 95-2887986 | Contract Administrator | $61,208 |
CHARLES SCHWAB & CO., INC.5 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $34,135 | $46,332-26.3% | $143,797-76.3% | $64,824-47.3% |
| Participation rate | 98.0% | 64.2%+33.8pp | 80.3%+17.7pp | 71.5%+26.5pp |
| Annual return | -14.07% | -10.05%-4.0pp | -0.04%-14.0pp | 32.84%-46.9pp |
| Employer contribution / active EE | $1,609 | $1,911-15.8% | $4,952-67.5% | $2,507-35.8% |
| Participant deferral / active EE | $4,359 | $2,647+64.7% | $5,638-22.7% | $4,311+1.1% |
| Admin fee / account holder | $158 | $154+2.8% | $14,679-98.9% | $188-15.8% |