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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,861 | $101,672+41.5% | $147,117-2.2% | $74,478+93.2% |
| Participation rate | 48.6% | 75.5%-27.0pp | 82.2%-33.6pp | 67.2%-18.6pp |
| Annual return | 12.81% | 8757.83%-8745.0pp | 420.54%-407.7pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $2,655 | $3,813-30.4% | $4,932-46.2% | $2,626+1.1% |
| Participant deferral / active EE | $6,357 | $7,305-13.0% | $8,065-21.2% | $4,350+46.1% |
| Admin fee / account holder | $436 | $1,753-75.1% | $12,993-96.6% | $1,946-77.6% |