Filed August 16, 2018
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3 years Service code 15 · EIN 91-0675641 | Recordkeeping | $115,718 |
CAPFINANCIAL PARTNERS LLC9+ years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M-15 · CLARKSTON, MI 48348 | Advisory (Participants) | $112,351 |
PLANTE & MORAN, PLLC6 years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $21,000 |
CHARLES SCHWAB & CO., INC.4 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,785 | $44,626-10.8% | $86,216-53.9% | $80,157-50.4% |
| Participation rate | 90.4% | 63.5%+26.9pp | 69.0%+21.4pp | 72.9%+17.5pp |
| Annual return | 17.98% | 19.61%-1.6pp | 1169.42%-1151.4pp | 40.39%-22.4pp |
| Employer contribution / active EE | $1,814 | $1,099+65.1% | $2,382-23.8% | $2,977-39.1% |
| Participant deferral / active EE | $3,728 | $2,769+34.6% | $3,986-6.5% | $5,015-25.7% |
| Admin fee / account holder | $153 | $133+14.9% | $6,853-97.8% | $145+5.6% |