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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 36-4389114 | Recordkeeping | $128,196 |
Filed as: MILLENIUM INVESTMENT & RETIREMENT Service code 27 · EIN 94-3428956 | Advisory (Plan) | $24,996 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (other than securities); Cu... | $11,054 |
CHARLES SCHWAB & CO., INC.5+ 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.
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 | $5,658 | $47,456-88.1% | $172,739-96.7% | $77,787-92.7% |
| Participation rate | 96.6% | 66.3%+30.3pp | 82.6%+14.0pp | 73.2%+23.4pp |
| Annual return | 14.36% | 35.57%-21.2pp | 802.84%-788.5pp | 32.57%-18.2pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,143-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $871 | $2,560-66.0% | $5,198-83.2% | $3,967-78.0% |
| Admin fee / account holder | $69 | $81-14.2% | $13,954-99.5% | $100-30.7% |