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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.9+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $90,058 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $206 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,920 | $88,480-31.1% | $96,683-37.0% | $80,160-24.0% |
| Participation rate | 94.5% | 79.9%+14.6pp | 74.3%+20.2pp | 72.9%+21.6pp |
| Annual return | 21.96% | 22.53%-0.6pp | 35.69%-13.7pp | 40.38%-18.4pp |
| Employer contribution / active EE | $790 | $4,176-81.1% | $3,737-78.9% | $2,978-73.5% |
| Participant deferral / active EE | $5,193 | $3,959+31.2% | $4,878+6.5% | $5,017+3.5% |
| Admin fee / account holder | $22 | $212-89.5% | $6,730-99.7% | $145-84.6% |