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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $9,741 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $7,996 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 19 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,042 | $72,770+3.1% | $67,652+10.9% | $55,191+36.0% |
| Participation rate | 92.7% | 78.8%+13.9pp | 75.7%+17.0pp | 69.2%+23.5pp |
| Annual return | -0.96% | -3.26%+2.3pp | 6625.04%-6626.0pp | 10.78%-11.7pp |
| Employer contribution / active EE | $1,440 | $1,769-18.6% | $2,266-36.4% | $1,899-24.1% |
| Participant deferral / active EE | $5,239 | $3,408+53.7% | $3,560+47.2% | $3,046+72.0% |
| Admin fee / account holder | $20 | $79-74.2% | $4,821-99.6% | $91-77.6% |