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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2 years Service code 15 · EIN 91-0675641 | Recordkeeping | $688,710 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $1,305 |
CHARLES SCHWAB & CO., INC.2 years Service code 19 · EIN 94-1737782 | Securities Custodian | $1,095 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,825 | $89,609-73.4% | $115,170-79.3% | $89,609-73.4% |
| Participation rate | 53.8% | 69.6%-15.8pp | 75.9%-22.1pp | 69.6%-15.8pp |
| Annual return | 11.38% | 34.56%-23.2pp | 35.60%-24.2pp | 34.56%-23.2pp |
| Employer contribution / active EE | $803 | $2,584-68.9% | $3,179-74.7% | $2,584-68.9% |
| Participant deferral / active EE | $1,189 | $4,220-71.8% | $4,169-71.5% | $4,220-71.8% |
| Admin fee / account holder | $79 | $72+10.1% | $7,089-98.9% | $72+10.1% |