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.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $16,460 |
HAYS COMPANIES2+ years Filed as: THE HAYS GROUP INC. Service code 27 · EIN 41-1784898 | Advisory (Plan) | $13,913 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.2+ 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.
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 | $67,965 | $46,761+45.3% | $106,619-36.3% | $57,658+17.9% |
| Participation rate | 40.4% | 56.9%-16.5pp | 78.0%-37.6pp | 70.2%-29.8pp |
| Annual return | 9.33% | 15.77%-6.4pp | 9.42%-0.1pp | 5.13%+4.2pp |
| Employer contribution / active EE | $203 | $1,274-84.0% | $3,947-94.8% | $1,974-89.7% |
| Participant deferral / active EE | $2,034 | $1,954+4.0% | $3,930-48.3% | $3,061-33.6% |
| Admin fee / account holder | $201 | $97+107.9% | $6,418-96.9% | $95+112.8% |