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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2 years Service code 15 · EIN 91-0675641 | Recordkeeping | $63,775 |
ASCENSUS LLC6 years Filed as: FRANCIS INVESTMENT COUNSEL Service code 27 · EIN 90-0142264 | Advisory (Plan) | $50,000 |
GRANT THORNTON LLP5 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $30,713 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $10,188 |
CHARLES SCHWAB & CO., INC.3 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $66,433 | $46,332+43.4% | $143,797-53.8% | $64,824+2.5% |
| Participation rate | 98.0% | 64.2%+33.7pp | 80.3%+17.6pp | 71.5%+26.5pp |
| Annual return | -17.39% | -10.05%-7.3pp | -0.04%-17.4pp | 32.84%-50.2pp |
| Employer contribution / active EE | $4,026 | $1,911+110.7% | $4,952-18.7% | $2,507+60.6% |
| Participant deferral / active EE | $6,287 | $2,647+137.5% | $5,638+11.5% | $4,311+45.8% |
| Admin fee / account holder | $155 | $154+0.5% | $14,679-98.9% | $188-17.7% |