| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $358,347 |
CAPFINANCIAL PARTNERS LLC5+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 19 · EIN 26-0058143 | Securities Custodian | $125,281 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 15 · EIN 42-1558009 | Recordkeeping | $69,367 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 | Securities Custodian | $11,008 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC. Service code 15 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $197,341 | $56,095+251.8% | $178,510+10.5% | $90,274+118.6% |
| Participation rate | 92.2% | 65.6%+26.7pp | 81.9%+10.3pp | 73.4%+18.9pp |
| Annual return | 4.39% | 28.81%-24.4pp | 151.13%-146.7pp | 53.97%-49.6pp |
| Employer contribution / active EE | $16,556 | $1,572+952.9% | $5,011+230.4% | $2,523+556.1% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,231-100.0% |
| Admin fee / account holder | $181 | $101+80.3% | $13,988-98.7% | $114+59.1% |