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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 36-4389114 | Recordkeeping | $135,843 |
Filed as: MILLENIUM INVESTMENT & RETIREMENT Service code 27 · EIN 94-3428956 | Advisory (Plan) | $19,994 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (securities); Custodial (ot... | $11,423 |
CHARLES SCHWAB & CO., INC.8+ years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Cu... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,090 | $45,000-86.5% | $143,799-95.8% | $77,906-92.2% |
| Participation rate | 95.1% | 66.8%+28.2pp | 80.3%+14.8pp | 73.7%+21.4pp |
| Annual return | -12.43% | 29.03%-41.5pp | -0.04%-12.4pp | 12.16%-24.6pp |
| Employer contribution / active EE | $6 | $1,870-99.7% | $4,952-99.9% | $2,846-99.8% |
| Participant deferral / active EE | $866 | $3,157-72.6% | $5,638-84.6% | $4,805-82.0% |
| Admin fee / account holder | $71 | $98-28.2% | $14,677-99.5% | $133-46.7% |