| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4 years Service code 15 · EIN 91-0675641 | Recordkeeping | $56,721 |
CAP FINANCIAL PARTNERS, LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $18,774 |
CHARLES SCHWAB & CO., INC.3 years Service code 19 · EIN 94-1737782 | Securities Custodian | $8,942 |
Service code 27 · EIN 20-1665305 | Advisory (Plan) | $5,834 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,061 | $67,512+64.5% | $185,854-40.2% | $93,010+19.4% |
| Participation rate | 36.7% | 67.1%-30.4pp | 81.7%-45.0pp | 73.9%-37.2pp |
| Annual return | 17.32% | 21.04%-3.7pp | 122.12%-104.8pp | 158.70%-141.4pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,169-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $4,630 | $3,035+52.5% | $5,569-16.9% | $4,561+1.5% |
| Admin fee / account holder | $75 | $318-76.4% | $16,246-99.5% | $152-50.5% |