Filed June 28, 2023 (most recent of 2 filings on file)
Total covered: 16 employees
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $20,688 |
HAYS COMPANIES1+ years Filed as: THE HAYS GROUP INC. Service code 27 · EIN 41-1784898 | Advisory (Plan) | $18,996 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,367 | $41,317+53.4% | $85,969-26.3% | $55,191+14.8% |
| Participation rate | 44.1% | 54.5%-10.3pp | 76.5%-32.4pp | 69.2%-25.0pp |
| Annual return | -2.13% | 3.93%-6.1pp | 9.32%-11.4pp | 10.78%-12.9pp |
| Employer contribution / active EE | $212 | $1,198-82.3% | $3,474-93.9% | $1,899-88.8% |
| Participant deferral / active EE | $2,118 | $1,914+10.6% | $3,829-44.7% | $3,046-30.5% |
| Admin fee / account holder | $265 | $97+172.8% | $6,053-95.6% | $91+191.4% |