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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $154,638 |
HORIZON INVESTMENTS, LLC3 years Filed as: HORIZON INVESTMENTS Service code 28 · EIN 58-2461603 | Investment Management | $46,857 |
ELLIOTT DAVIS, LLC1 year Filed as: ELLIOTT DAVIS Service code 10 · EIN 57-0381582 | Accounting | $14,500 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,077 | $105,581-63.9% | $70,449-46.0% | $90,288-57.8% |
| Participation rate | 97.2% | 77.5%+19.7pp | 75.1%+22.2pp | 73.4%+23.9pp |
| Annual return | 6.71% | 14.78%-8.1pp | 109.03%-102.3pp | 53.97%-47.3pp |
| Employer contribution / active EE | $449 | $3,304-86.4% | $2,737-83.6% | $2,524-82.2% |
| Participant deferral / active EE | $2,550 | $3,813-33.1% | $3,709-31.2% | $4,232-39.7% |
| Admin fee / account holder | $129 | $68+90.9% | $3,845-96.6% | $114+13.0% |