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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.9 years Service code 15 · EIN 91-0675641 | Recordkeeping | $299,504 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,855 | $113,293-76.3% | $67,502-60.2% | $199,593-86.5% |
| Participation rate | 90.6% | 73.3%+17.2pp | 72.9%+17.7pp | 72.0%+18.6pp |
| Annual return | 13.95% | 15.88%-1.9pp | 3512.12%-3498.2pp | 34.25%-20.3pp |
| Employer contribution / active EE | $370 | $3,401-89.1% | $2,731-86.4% | $3,034-87.8% |
| Participant deferral / active EE | $3,168 | $4,159-23.8% | $4,000-20.8% | $5,087-37.7% |
| Admin fee / account holder | $81 | $103-20.8% | $3,998-98.0% | $269-69.8% |