| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $100,308 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $22,483 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO., INC Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO., INC, Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $137,297 | $67,166+104.4% | $57,357+139.4% | $55,191+148.8% |
| Participation rate | 55.4% | 77.7%-22.3pp | 75.1%-19.6pp | 69.2%-13.7pp |
| Annual return | 1.12% | 4.22%-3.1pp | 24.41%-23.3pp | 10.78%-9.7pp |
| Employer contribution / active EE | $2,372 | $2,812-15.7% | $2,689-11.8% | $1,899+24.9% |
| Participant deferral / active EE | $2,826 | $2,835-0.3% | $3,162-10.6% | $3,046-7.2% |
| Admin fee / account holder | $169 | $44+287.7% | $3,357-95.0% | $91+86.0% |