| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $147,103 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $25,891 |
MCSOLEY MCCOY & CO3 years Service code 10 · EIN 03-0327374 | Accounting | $10,250 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO., INC Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.5+ 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 | $152,264 | $95,542+59.4% | $69,480+119.1% | $67,584+125.3% |
| Participation rate | 43.6% | 79.4%-35.8pp | 74.6%-31.0pp | 71.3%-27.7pp |
| Annual return | 19.77% | 17.67%+2.1pp | 28.99%-9.2pp | 378.59%-358.8pp |
| Employer contribution / active EE | $687 | $2,989-77.0% | $2,780-75.3% | $2,148-68.0% |
| Participant deferral / active EE | $2,286 | $3,263-29.9% | $3,537-35.4% | $3,540-35.4% |
| Admin fee / account holder | $218 | $90+143.2% | $3,840-94.3% | $142+53.5% |