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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $32,518 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (other than securities); Sh... | $10,333 |
Filed as: CHARLES SCHWAB & CO. INC Service code 19 | Securities Custodian | $0 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.5+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,326 | $73,404-23.3% | $87,104-35.3% | $67,579-16.7% |
| Participation rate | 71.5% | 80.9%-9.4pp | 76.9%-5.4pp | 71.3%+0.2pp |
| Annual return | 16.20% | 48.29%-32.1pp | 28.19%-12.0pp | 378.56%-362.4pp |
| Employer contribution / active EE | $1,025 | $2,014-49.1% | $2,521-59.3% | $2,148-52.3% |
| Participant deferral / active EE | $2,865 | $3,913-26.8% | $4,048-29.2% | $3,539-19.1% |
| Admin fee / account holder | $118 | $142-16.9% | $7,491-98.4% | $142-17.3% |