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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 36-4389114 | Recordkeeping | $26,522 |
Filed as: MILLENNIUM INVESTMENT Service code 14 · EIN 94-3428956 | Plan Administrator | $2,815 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 15 · EIN 42-1558009 | Recordkeeping | $2,150 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 E. ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $14,248 | $47,977-70.3% | $154,108-90.8% | $56,289-74.7% |
| Participation rate | 92.0% | 66.2%+25.8pp | 83.0%+9.0pp | 69.9%+22.1pp |
| Annual return | -4.34% | 3.54%-7.9pp | 735.21%-739.5pp | -9.96%+5.6pp |
| Employer contribution / active EE | $1,175 | $2,169-45.8% | $5,298-77.8% | $2,111-44.3% |
| Participant deferral / active EE | $1,522 | $2,392-36.4% | $5,081-70.0% | $3,350-54.6% |
| Admin fee / account holder | $142 | $438-67.7% | $13,411-98.9% | $521-72.8% |