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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.7 years Service code 13 · EIN 95-2887986 | Contract Administrator | $56,465 |
CHARLES SCHWAB & CO., INC.7 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,467 | $55,437-25.2% | $155,534-73.3% | $74,459-44.3% |
| Participation rate | 96.6% | 61.9%+34.7pp | 78.2%+18.3pp | 67.2%+29.3pp |
| Annual return | 10.88% | 269.58%-258.7pp | 64.92%-54.0pp | 1369.70%-1358.8pp |
| Employer contribution / active EE | $1,293 | $2,266-42.9% | $4,675-72.3% | $2,626-50.7% |
| Participant deferral / active EE | $5,006 | $2,837+76.4% | $5,630-11.1% | $4,350+15.1% |
| Admin fee / account holder | $153 | $1,742-91.2% | $15,900-99.0% | $1,945-92.1% |