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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 36-4389114 | Recordkeeping | $123,620 |
Filed as: MILLENIUM INVESTMENT & RETIREMENT Service code 27 · EIN 94-3428956 | Advisory (Plan) | $25,000 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (other than securities); Cu... | $12,509 |
CHARLES SCHWAB & CO., INC.2+ years Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $4,241 | $37,213-88.6% | $156,551-97.3% | $63,975-93.4% |
| Participation rate | 96.6% | 65.0%+31.6pp | 84.0%+12.6pp | 71.1%+25.5pp |
| Annual return | 4.23% | 47.89%-43.7pp | 32.23%-28.0pp | 48.65%-44.4pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $674 | $2,070-67.4% | $4,871-86.2% | $3,356-79.9% |
| Admin fee / account holder | $69 | $56+22.7% | $13,028-99.5% | $70-1.9% |