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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3 years Service code 15 · EIN 91-0675641 | Recordkeeping | $718,939 |
CHARLES SCHWAB & CO., INC.3 years Service code 19 · EIN 94-1737782 | Securities Custodian | $741 |
Filed as: CHARELS SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $362 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $36 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,170 | $106,222-74.4% | $118,925-77.2% | $106,222-74.4% |
| Participation rate | 56.1% | 70.8%-14.7pp | 75.4%-19.3pp | 70.8%-14.7pp |
| Annual return | 9.83% | 21.69%-11.9pp | 35.88%-26.1pp | 21.69%-11.9pp |
| Employer contribution / active EE | $866 | $2,723-68.2% | $3,263-73.4% | $2,723-68.2% |
| Participant deferral / active EE | $1,294 | $4,600-71.9% | $4,265-69.7% | $4,600-71.9% |
| Admin fee / account holder | $81 | $78+3.8% | $6,581-98.8% | $78+3.8% |