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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.7+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $53,694 |
Filed as: ALLIANT RETIREMENT CONSULTING Service code 15 · EIN 33-0785439 | Recordkeeping | $41,783 |
HOGANTAYLOR LLP2 years Filed as: HOGAN TAYLOR LLP Service code 15 · EIN 73-1413977 | Recordkeeping | $18,750 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $17 |
CHARLES SCHWAB & CO., INC.5 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,591 | $79,045+46.2% | $100,378+15.2% | $74,429+55.3% |
| Participation rate | 62.1% | 79.4%-17.3pp | 81.5%-19.4pp | 67.2%-5.1pp |
| Annual return | 16.38% | 20.61%-4.2pp | 49.41%-33.0pp | 1368.38%-1352.0pp |
| Employer contribution / active EE | $4,498 | $3,015+49.2% | $3,942+14.1% | $2,625+71.4% |
| Participant deferral / active EE | $9,461 | $7,751+22.1% | $8,087+17.0% | $4,348+117.6% |
| Admin fee / account holder | $496 | $1,335-62.8% | $7,899-93.7% | $1,944-74.5% |