Filed February 16, 2024
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 15 | Recordkeeping | $503,233 |
MILLIMAN, INC.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $186,408 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $112,808 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
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 | $71,163 | $79,558-10.6% | $115,038-38.1% | $67,505+5.4% |
| Participation rate | 93.0% | 74.3%+18.7pp | 81.4%+11.6pp | 71.2%+21.8pp |
| Annual return | 4.91% | 4.65%+0.3pp | 26.14%-21.2pp | 6.52%-1.6pp |
| Employer contribution / active EE | $3,826 | $2,529+51.2% | $4,608-17.0% | $2,173+76.1% |
| Participant deferral / active EE | $6,988 | $5,510+26.8% | $6,026+16.0% | $3,597+94.3% |
| Admin fee / account holder | $26 | $60-56.5% | $8,175-99.7% | $56-53.7% |