Filed December 22, 2016
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.11+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $49,270 |
CHARLES SCHWAB & CO., INC.7 years Service code 19 · EIN 94-1733782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-2396725 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,125 | $131,799-36.2% | $200,582-58.1% | $85,563-1.7% |
| Participation rate | 97.8% | 87.9%+9.8pp | 86.9%+10.9pp | 66.0%+31.8pp |
| Annual return | 12.76% | 21.59%-8.8pp | 42.33%-29.6pp | 31.51%-18.7pp |
| Employer contribution / active EE | $4,145 | $4,532-8.5% | $6,419-35.4% | $2,654+56.2% |
| Participant deferral / active EE | $6,152 | $7,702-20.1% | $9,331-34.1% | $4,375+40.6% |
| Admin fee / account holder | $87 | $235-63.0% | $16,305-99.5% | $834-89.6% |