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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4 years Service code 15 · EIN 91-0675641 | Recordkeeping | $27,444 |
FRANCIS INVESTMENT COUNCIL2 years Service code 27 · EIN 90-0142264 | Advisory (Plan) | $26,690 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $8,849 |
CHARLES SCHWAB & CO., INC.5 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $77,328 | $50,820+52.2% | $155,567-50.3% | $77,671-0.4% |
| Participation rate | 73.5% | 63.1%+10.4pp | 78.2%-4.7pp | 70.6%+3.0pp |
| Annual return | 13.00% | 34.85%-21.8pp | 64.74%-51.7pp | 31.21%-18.2pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,674-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $5,628-100.0% | $4,648-100.0% |
| Admin fee / account holder | $95 | $436-78.2% | $15,916-99.4% | $430-77.9% |