Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.6 years Service code 15 · EIN 91-0675641 | Recordkeeping | $329,844 |
CHARLES SCHWAB & CO., INC.6 years Service code 19 · EIN 82-3967259 | Securities Custodian | $16,540 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,006 | $96,393-95.8% | $112,273-96.4% | $96,393-95.8% |
| Participation rate | 60.2% | 71.3%-11.1pp | 72.4%-12.2pp | 71.3%-11.1pp |
| Annual return | 1.44% | 22.88%-21.4pp | 30.23%-28.8pp | 22.88%-21.4pp |
| Employer contribution / active EE | $1 | $3,239-100.0% | $3,431-100.0% | $3,239-100.0% |
| Participant deferral / active EE | $0 | $5,455-100.0% | $4,800-100.0% | $5,455-100.0% |
| Admin fee / account holder | $35 | $74-52.5% | $7,752-99.5% | $74-52.5% |