Filed October 19, 2024 (most recent of 11 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $3,762 |
LPL FINANCIAL1+ years Service code 27 · EIN 95-2834236 | Advisory (Plan) | $3,279 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,039 | $50,106-72.0% | $69,779-79.9% | $57,658-75.7% |
| Participation rate | 18.4% | 70.9%-52.5pp | 71.8%-53.4pp | 70.2%-51.8pp |
| Annual return | 16.07% | 14.58%+1.5pp | 12.99%+3.1pp | 5.13%+10.9pp |
| Employer contribution / active EE | $0 | $1,739-100.0% | $2,338-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $395 | $2,486-84.1% | $2,931-86.5% | $3,061-87.1% |
| Admin fee / account holder | $57 | $89-36.6% | $4,381-98.7% | $95-40.2% |