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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 15 | Recordkeeping | $192,906 |
MILLIMAN, INC.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $140,792 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $32,475 |
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 | $113,245 | $37,117+205.1% | $147,617-23.3% | $55,191+105.2% |
| Participation rate | 99.2% | 63.6%+35.5pp | 84.6%+14.5pp | 69.2%+30.0pp |
| Annual return | 1.03% | 3.44%-2.4pp | 61.98%-60.9pp | 10.78%-9.7pp |
| Employer contribution / active EE | $5,731 | $1,620+253.7% | $5,564+3.0% | $1,899+201.8% |
| Participant deferral / active EE | $4,706 | $1,985+137.0% | $4,895-3.9% | $3,046+54.5% |
| Admin fee / account holder | $170 | $86+98.2% | $11,612-98.5% | $91+86.8% |