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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.6 years Service code 15 · EIN 91-0675641 | Recordkeeping | $63,604 |
CAP FINANCIAL PARTNERS, LLC5 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $19,057 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $7,661 |
Service code 27 · EIN 20-1665305 | Advisory (Plan) | $6,123 |
CHARLES SCHWAB & CO., INC.5 years Service code 19 · EIN 94-1737782 | Securities Custodian | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,757 | $50,150+102.9% | $149,723-32.0% | $80,169+26.9% |
| Participation rate | 37.0% | 64.3%-27.3pp | 78.8%-41.7pp | 72.9%-35.9pp |
| Annual return | 20.90% | 29.80%-8.9pp | 134.50%-113.6pp | 40.39%-19.5pp |
| Employer contribution / active EE | $9 | $1,868-99.5% | $4,821-99.8% | $2,978-99.7% |
| Participant deferral / active EE | $4,963 | $3,195+55.3% | $5,682-12.7% | $5,016-1.1% |
| Admin fee / account holder | $79 | $153-48.3% | $13,215-99.4% | $145-45.6% |