| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $326,364 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 19 · EIN 26-0058143 | Securities Custodian | $63,559 |
BKD, LLP1+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $9,900 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,951 | $37,213+311.0% | $156,551-2.3% | $63,975+139.1% |
| Participation rate | 97.7% | 65.0%+32.8pp | 84.0%+13.7pp | 71.1%+26.6pp |
| Annual return | 0.72% | 47.89%-47.2pp | 32.23%-31.5pp | 48.65%-47.9pp |
| Employer contribution / active EE | $17,436 | $1,357+1185.0% | $5,501+216.9% | $2,182+699.2% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $164 | $56+190.6% | $13,028-98.7% | $70+132.4% |