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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3+ years Filed as: MILLIMAN INC. Service code 15 · EIN 91-0675641 | Recordkeeping | $27,746 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $2,852 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 21 · EIN 94-1737782 | Bank Trustee | $0 |
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).
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 | $76,314 | $80,753-5.5% | $136,298-44.0% | $62,293+22.5% |
| Participation rate | 93.2% | 73.5%+19.7pp | 81.9%+11.3pp | 69.5%+23.7pp |
| Annual return | 19.82% | 35.83%-16.0pp | 5156.27%-5136.4pp | 28.90%-9.1pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $13,283 | $5,164+157.2% | $6,247+112.6% | $3,169+319.1% |
| Admin fee / account holder | $92 | $525-82.5% | $9,244-99.0% | $479-80.8% |