Filed August 28, 2017
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.6 years Service code 15 · EIN 91-0675641 | Recordkeeping | $902,828 |
MORGAN STANLEY SMITH BARNEY4 years Service code 28 · EIN 26-4310632 | Investment Management | $127,500 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $29,442 |
CHARLES SCHWAB & CO., INC.4 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,079 | $106,553-71.8% | $178,505-83.1% | $106,553-71.8% |
| Participation rate | 13.5% | 69.8%-56.3pp | 77.1%-63.6pp | 69.8%-56.3pp |
| Annual return | 24.06% | 17.37%+6.7pp | 27.16%-3.1pp | 17.37%+6.7pp |
| Employer contribution / active EE | $245 | $3,359-92.7% | $3,955-93.8% | $3,359-92.7% |
| Participant deferral / active EE | $581 | $5,562-89.5% | $6,280-90.7% | $5,562-89.5% |
| Admin fee / account holder | $122 | $80+53.8% | $10,428-98.8% | $80+53.8% |