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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.11+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $106,756 |
ALL STAR FINANCIAL INC7 years Filed as: ALL STAR FINANCIAL Service code 27 3800 AMERICAN BLVD W · MINNEAPOLIS, MN 55431 | Advisory (Plan) | $25,000 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $13 |
CHARLES SCHWAB & CO., INC.11+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,723 | $56,102-7.8% | $101,794-49.2% | $102,872-49.7% |
| Participation rate | 28.8% | 70.4%-41.5pp | 69.2%-40.3pp | 73.0%-44.2pp |
| Annual return | 17.27% | 14.06%+3.2pp | 30.53%-13.3pp | 19.06%-1.8pp |
| Employer contribution / active EE | $500 | $1,380-63.8% | $2,289-78.2% | $3,526-85.8% |
| Participant deferral / active EE | $920 | $2,801-67.2% | $4,084-77.5% | $5,535-83.4% |
| Admin fee / account holder | $184 | $262-29.9% | $8,777-97.9% | $292-37.1% |