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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.6+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $180,117 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $21,323 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $12,659 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. , INC. Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.6+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
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 | $72,266 | $79,519-9.1% | $95,952-24.7% | $73,409-1.6% |
| Participation rate | 77.7% | 81.2%-3.4pp | 77.1%+0.7pp | 72.2%+5.6pp |
| Annual return | 19.43% | 19.20%+0.2pp | 91.61%-72.2pp | 59.29%-39.9pp |
| Employer contribution / active EE | $232 | $2,048-88.7% | $2,541-90.9% | $2,234-89.6% |
| Participant deferral / active EE | $2,999 | $4,138-27.5% | $4,167-28.0% | $3,805-21.2% |
| Admin fee / account holder | $205 | $184+11.3% | $6,795-97.0% | $158+30.0% |