| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $360,291 |
CAPFINANCIAL PARTNERS LLC10+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 19 · EIN 26-0058143 | Securities Custodian | $181,897 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $75,335 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $35,595 |
CHARLES SCHWAB & CO., INC.2 years 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 | $205,817 | $36,773+459.7% | $189,758+8.5% | $85,660+140.3% |
| Participation rate | 94.4% | 63.3%+31.2pp | 79.8%+14.6pp | 74.8%+19.6pp |
| Annual return | 12.07% | 55.47%-43.4pp | 52.62%-40.5pp | 19.52%-7.4pp |
| Employer contribution / active EE | $15,961 | $1,536+939.2% | $4,767+234.9% | $4,199+280.1% |
| Participant deferral / active EE | $0 | $1,800-100.0% | $5,856-100.0% | $3,518-100.0% |
| Admin fee / account holder | $159 | $132+20.5% | $20,388-99.2% | $224-29.2% |