| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $11,049 |
MCSOLEY MCCOY & CO2 years Filed as: MCSOLEY MCCOY & CO. Service code 10 · EIN 03-0327374 | Accounting | $5,000 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.5+ 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 | $55,838 | $45,079+23.9% | $69,480-19.6% | $72,977-23.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 19.01% | 22.67%-3.7pp | 28.99%-10.0pp | 81.02%-62.0pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,537-100.0% | $3,608-100.0% |
| Admin fee / account holder | $191 | $3,057-93.8% | $3,840-95.0% | $5,124-96.3% |