| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $149,629 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $26,131 |
MCSOLEY MCCOY & CO1 year Service code 10 · EIN 03-0327374 | Accounting | $13,100 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO., INC Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.3+ years Service code 19 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $146,793 | $74,552+96.9% | $63,018+132.9% | $69,634+110.8% |
| Participation rate | 50.5% | 78.3%-27.8pp | 74.8%-24.3pp | 70.7%-20.2pp |
| Annual return | 15.46% | 15.77%-0.3pp | 87.63%-72.2pp | 27572.26%-27556.8pp |
| Employer contribution / active EE | $842 | $2,929-71.3% | $2,761-69.5% | $2,032-58.6% |
| Participant deferral / active EE | $2,735 | $2,974-8.1% | $3,330-17.9% | $3,224-15.2% |
| Admin fee / account holder | $218 | $59+266.3% | $3,601-94.0% | $110+97.1% |