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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 75-2866255 | Claims processing; Named fiduciary; P... | $74,375 |
MILLIMAN, INC.1 year Service code 15 · EIN 91-0675641 | Recordkeeping | $61,328 |
Filed as: COREBRIDGE FINANCIAL, INC Service code 19 · EIN 95-4715639 | Securities Custodian | $13,243 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $10,525 |
Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,277 | $50,919+83.2% | $155,556-40.0% | $77,762+20.0% |
| Participation rate | 52.7% | 63.1%-10.4pp | 78.2%-25.5pp | 70.6%-17.9pp |
| Annual return | 12.91% | 34.84%-21.9pp | 64.84%-51.9pp | 31.27%-18.4pp |
| Employer contribution / active EE | $1,526 | $1,991-23.4% | $4,675-67.4% | $2,728-44.0% |
| Participant deferral / active EE | $2,771 | $2,824-1.9% | $5,631-50.8% | $4,651-40.4% |
| Admin fee / account holder | $330 | $437-24.6% | $15,885-97.9% | $433-23.9% |