| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.6+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $356,761 |
CAPFINANCIAL PARTNERS LLC6+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 19 · EIN 26-0058143 | Securities Custodian | $220,896 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 15 | Recordkeeping | $42,840 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $13,951 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO, INC. Service code 15 | Recordkeeping | $0 |
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 | $231,439 | $67,512+242.8% | $185,854+24.5% | $93,010+148.8% |
| Participation rate | 93.8% | 67.1%+26.7pp | 81.7%+12.1pp | 73.9%+19.9pp |
| Annual return | 26.51% | 21.04%+5.5pp | 122.12%-95.6pp | 158.70%-132.2pp |
| Employer contribution / active EE | $16,024 | $1,783+798.6% | $5,169+210.0% | $2,705+492.3% |
| Participant deferral / active EE | $0 | $3,035-100.0% | $5,569-100.0% | $4,561-100.0% |
| Admin fee / account holder | $202 | $318-36.3% | $16,246-98.8% | $152+33.3% |