Filed February 16, 2024
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $551,352 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $328,770 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $196,859 |
MORNINGSTAR1 year Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $21,589 |
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 | $82,727 | $83,812-1.3% | $123,553-33.0% | $68,904+20.1% |
| Participation rate | 95.3% | 77.0%+18.2pp | 82.3%+13.0pp | 74.1%+21.2pp |
| Annual return | -2.61% | 0.60%-3.2pp | 119.21%-121.8pp | 1.07%-3.7pp |
| Employer contribution / active EE | $4,269 | $2,924+46.0% | $4,628-7.8% | $2,540+68.0% |
| Participant deferral / active EE | $8,489 | $5,609+51.3% | $6,426+32.1% | $4,015+111.4% |
| Admin fee / account holder | $89 | $65+37.8% | $9,284-99.0% | $71+25.4% |