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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $167,340 |
AMERICAN FUNDS3+ years Filed as: ADVANCED CAPITAL GROUP Service code 27 · EIN 41-1921960 | Advisory (Plan) | $71,883 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $61,770 |
CHARLES SCHWAB & CO., INC.3+ years Service code 19 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $295,371 | $155,795+89.6% | $136,298+116.7% | $69,634+324.2% |
| Participation rate | 96.3% | 75.2%+21.1pp | 81.9%+14.4pp | 70.7%+25.7pp |
| Annual return | 16.38% | 232464.33%-232448.0pp | 5156.27%-5139.9pp | 27572.26%-27555.9pp |
| Employer contribution / active EE | $12,657 | $2,991+323.2% | $4,696+169.5% | $2,032+522.8% |
| Participant deferral / active EE | $9,069 | $5,394+68.1% | $6,247+45.2% | $3,224+181.3% |
| Admin fee / account holder | $154 | $128+20.1% | $9,244-98.3% | $110+39.5% |