| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.6+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $111,730 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $26,402 |
MCSOLEY MCCOY & CO4 years Service code 10 · EIN 03-0327374 | Accounting | $10,500 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO., INC Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.6+ 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 | $168,834 | $84,948+98.7% | $70,492+139.5% | $73,415+130.0% |
| Participation rate | 41.2% | 79.9%-38.7pp | 75.1%-33.8pp | 72.2%-30.9pp |
| Annual return | 13.39% | 13.39%0pp | 109.16%-95.8pp | 59.30%-45.9pp |
| Employer contribution / active EE | $654 | $2,834-76.9% | $2,738-76.1% | $2,234-70.7% |
| Participant deferral / active EE | $2,120 | $3,387-37.4% | $3,711-42.9% | $3,806-44.3% |
| Admin fee / account holder | $160 | $98+63.5% | $3,848-95.8% | $158+1.6% |