| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3 years Service code 15 · EIN 91-0675641 | Recordkeeping | $40,603 |
CAP FINANCIAL PARTNERS, LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $25,031 |
CHARLES SCHWAB & CO., INC.2 years Service code 19 · EIN 94-1737782 | Securities Custodian | $11,730 |
Service code 27 · EIN 94-3250032 | Advisory (Plan) | $6,299 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $105,490 | $56,095+88.1% | $178,510-40.9% | $90,274+16.9% |
| Participation rate | 34.5% | 65.6%-31.0pp | 81.9%-47.4pp | 73.4%-38.8pp |
| Annual return | 16.82% | 28.81%-12.0pp | 151.13%-134.3pp | 53.97%-37.1pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $4,176 | $2,669+56.5% | $5,202-19.7% | $4,231-1.3% |
| Admin fee / account holder | $89 | $101-12.0% | $13,988-99.4% | $114-22.3% |