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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.9+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $39,369 |
KERNUTT STOKES LLP4 years Filed as: KERNUTT STOKES Service code 10 · EIN 93-0396435 | Accounting | $10,789 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Trustee (directed); Custodial (other ... | $7,337 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO., INC Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.9+ 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 | $72,520 | $99,168-26.9% | $96,576-24.9% | $74,440-2.6% |
| Participation rate | 46.6% | 80.7%-34.1pp | 76.0%-29.4pp | 70.7%-24.1pp |
| Annual return | 17.34% | 22.40%-5.1pp | 25.87%-8.5pp | 34.37%-17.0pp |
| Employer contribution / active EE | $909 | $2,570-64.6% | $2,965-69.4% | $2,638-65.6% |
| Participant deferral / active EE | $2,754 | $4,936-44.2% | $4,851-43.2% | $4,529-39.2% |
| Admin fee / account holder | $187 | $225-16.6% | $8,253-97.7% | $348-46.1% |