| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $10,234 |
MCSOLEY MCCOY & CO1 year Filed as: MCSOLEY MCCOY & CO. Service code 10 · EIN 03-0327374 | Accounting | $7,250 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.4+ years Service code 19 | Securities Custodian | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $52,453 | $43,340+21.0% | $59,899-12.4% | $64,173-18.3% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -3.62% | -1.55%-2.1pp | 3.46%-7.1pp | 7.63%-11.3pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,548-100.0% | $3,403-100.0% | $3,470-100.0% |
| Admin fee / account holder | $188 | $3,008-93.8% | $3,592-94.8% | $4,887-96.2% |