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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5 years Service code 15 · EIN 91-0675641 | Recordkeeping | $69,539 |
AMERICAN FUNDS5 years Filed as: ADVANCE CAPITAL GROUP Service code 27 · EIN 41-1921960 | Advisory (Plan) | $50,000 |
CHARLES SCHWAB & CO., INC.6+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $7 |
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 | $92,601 | $100,801-8.1% | $149,730-38.2% | $73,412+26.1% |
| Participation rate | 55.7% | 77.7%-22.0pp | 82.5%-26.7pp | 72.2%-16.4pp |
| Annual return | 12.44% | 265.34%-252.9pp | 276.70%-264.3pp | 59.30%-46.9pp |
| Employer contribution / active EE | $1,172 | $3,312-64.6% | $4,645-74.8% | $2,234-47.5% |
| Participant deferral / active EE | $3,528 | $6,404-44.9% | $6,843-48.4% | $3,806-7.3% |
| Admin fee / account holder | $312 | $181+72.6% | $9,310-96.6% | $158+97.7% |