Filed October 19, 2024 (most recent of 11 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $245,996 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 26 4860 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Advisory (Participants) | $39,216 |
LPL FINANCIAL2+ years Service code 27 · EIN 95-2834236 | Advisory (Plan) | $39,209 |
EIDE BAILLY LLP1 year Filed as: EIDE BAILLY Service code 27 · EIN 45-0250958 | Advisory (Plan) | $18,800 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,286 | $123,286-50.3% | $75,501-18.8% | $77,958-21.4% |
| Participation rate | 44.7% | 78.8%-34.0pp | 72.4%-27.6pp | 71.6%-26.9pp |
| Annual return | 12.16% | 20.45%-8.3pp | 27.35%-15.2pp | 20.87%-8.7pp |
| Employer contribution / active EE | $799 | $2,035-60.7% | $2,352-66.0% | $2,310-65.4% |
| Participant deferral / active EE | $2,166 | $3,095-30.0% | $3,142-31.1% | $3,537-38.8% |
| Admin fee / account holder | $215 | $144+48.8% | $5,801-96.3% | $97+120.3% |