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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.6 years Service code 15 · EIN 91-0675641 | Recordkeeping | $827,563 |
IRA GROUP5 years Filed as: IRA GROUP, INC. Service code 27 · EIN 58-1989031 | Advisory (Plan) | $49,000 |
FRAZIER & DEETER, LLC4 years Service code 10 · EIN 58-1433845 | Accounting | $20,000 |
Filed as: SMITH, GAMBRELL & RUSSELL, LL Service code 17 · EIN 58-0967450 | Pension Consulting | $15,980 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $42 |
CHARLES SCHWAB & CO., INC.6 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,151 | $106,382-39.7% | $177,989-64.0% | $106,382-39.7% |
| Participation rate | 5.4% | 69.9%-64.5pp | 77.1%-71.7pp | 69.9%-64.5pp |
| Annual return | 15.29% | 17.37%-2.1pp | 294.48%-279.2pp | 17.37%-2.1pp |
| Employer contribution / active EE | $51 | $3,364-98.5% | $3,949-98.7% | $3,364-98.5% |
| Participant deferral / active EE | $379 | $5,569-93.2% | $6,276-94.0% | $5,569-93.2% |
| Admin fee / account holder | $86 | $79+8.8% | $10,363-99.2% | $79+8.8% |