| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.9+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $324,596 |
CAPFINANCIAL PARTNERS LLC9+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 19 · EIN 26-0058143 | Securities Custodian | $176,765 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $55,858 |
Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,339 | $53,204+293.5% | $155,556+34.6% | $200,096+4.6% |
| Participation rate | 94.8% | 64.1%+30.7pp | 78.2%+16.6pp | 72.0%+22.8pp |
| Annual return | 15.76% | 41.02%-25.3pp | 64.84%-49.1pp | 34.26%-18.5pp |
| Employer contribution / active EE | $15,267 | $1,850+725.2% | $4,675+226.5% | $3,038+402.6% |
| Participant deferral / active EE | $0 | $3,163-100.0% | $5,631-100.0% | $5,090-100.0% |
| Admin fee / account holder | $154 | $186-17.0% | $15,885-99.0% | $269-42.7% |