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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1 year Service code 15 · EIN 91-0675641 | Recordkeeping | $66,151 |
ASCENSUS LLC5 years Filed as: FRANCIS INVESTMENT COUNSEL Service code 27 · EIN 90-0142264 | Advisory (Plan) | $50,000 |
GRANT THORNTON LLP4 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $14,688 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $9,793 |
CHARLES SCHWAB & CO., INC.2 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $77,714 | $56,540+37.5% | $185,851-58.2% | $86,821-10.5% |
| Participation rate | 96.9% | 65.5%+31.4pp | 81.7%+15.2pp | 72.3%+24.6pp |
| Annual return | 16.59% | 118.20%-101.6pp | 122.11%-105.5pp | 97.94%-81.4pp |
| Employer contribution / active EE | $4,039 | $1,844+119.0% | $5,168-21.8% | $2,406+67.9% |
| Participant deferral / active EE | $6,000 | $2,555+134.8% | $5,569+7.7% | $4,132+45.2% |
| Admin fee / account holder | $145 | $150-3.3% | $16,245-99.1% | $170-14.7% |