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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.9 years Service code 15 · EIN 91-0675641 | Recordkeeping | $65,488 |
Filed as: PRIME CAPITAL INVEST. ADVISORS, LLC Service code 19 · EIN 82-1364595 | Securities Custodian | $34,375 |
CHARLES SCHWAB & CO., INC.10+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $51 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $143,861 | $101,317+42.0% | $146,958-2.1% | $74,495+93.1% |
| Participation rate | 48.6% | 75.5%-26.9pp | 82.2%-33.6pp | 67.2%-18.6pp |
| Annual return | 12.81% | 8730.91%-8718.1pp | 418.34%-405.5pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $2,655 | $3,810-30.3% | $4,933-46.2% | $2,623+1.2% |
| Participant deferral / active EE | $6,357 | $7,303-13.0% | $8,070-21.2% | $4,346+46.3% |
| Admin fee / account holder | $436 | $1,739-74.9% | $12,998-96.6% | $1,942-77.5% |