| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $393,357 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 19 · EIN 26-0058143 | Securities Custodian | $64,346 |
CHARLES SCHWAB & CO., INC.2+ 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 | $175,132 | $44,989+289.3% | $170,435+2.8% | $77,958+124.6% |
| Participation rate | 97.6% | 64.6%+33.0pp | 83.6%+14.0pp | 71.6%+25.9pp |
| Annual return | 12.93% | 19.61%-6.7pp | 205.94%-193.0pp | 20.87%-7.9pp |
| Employer contribution / active EE | $17,320 | $1,466+1081.3% | $5,432+218.8% | $2,310+649.6% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $182 | $69+164.2% | $13,881-98.7% | $97+87.1% |