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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.8+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $26,066 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Trustee (directed); Shareholder servi... | $12,134 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO., INC Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.8+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $58,100 | $72,303-19.6% | $86,698-33.0% | $64,819-10.4% |
| Participation rate | 46.3% | 80.4%-34.2pp | 76.6%-30.3pp | 71.5%-25.2pp |
| Annual return | -16.04% | 392.77%-408.8pp | 35.95%-52.0pp | 32.84%-48.9pp |
| Employer contribution / active EE | $822 | $2,393-65.7% | $2,837-71.0% | $2,507-67.2% |
| Participant deferral / active EE | $2,448 | $4,660-47.5% | $4,656-47.4% | $4,311-43.2% |
| Admin fee / account holder | $110 | $174-36.9% | $7,493-98.5% | $188-41.6% |