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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $77,295 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $174 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,379 | $69,305+0.1% | $82,313-15.7% | $69,631-0.4% |
| Participation rate | 68.2% | 80.3%-12.0pp | 76.9%-8.7pp | 70.7%-2.5pp |
| Annual return | 17.56% | 21.47%-3.9pp | 25.88%-8.3pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $336 | $1,887-82.2% | $2,428-86.2% | $2,032-83.5% |
| Participant deferral / active EE | $2,458 | $3,568-31.1% | $3,706-33.7% | $3,224-23.7% |
| Admin fee / account holder | $100 | $97+2.8% | $5,608-98.2% | $110-9.6% |