Filed August 24, 2020 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Filed as: MILLIMAN INC. Service code 15 · EIN 91-0675641 | Recordkeeping | $169,729 |
LPL FINANCIAL1+ years Service code 27 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Advisory (Plan) | $60,000 |
MATRIX TRUST COMPANY1+ years Filed as: MATRIX TRUST Service code 21 · EIN 75-3182674 | Bank Trustee | $16,345 |
WILMINGTON TRUST1+ years Filed as: WILMINGTON Service code 21 · EIN 51-0099033 | Bank Trustee | $7,036 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $35,929 | $30,072+19.5% | $64,101-43.9% | $67,505-46.8% |
| Participation rate | 27.2% | 59.4%-32.2pp | 68.2%-41.0pp | 71.2%-44.0pp |
| Annual return | 1.86% | 0.30%+1.6pp | 791.27%-789.4pp | 6.52%-4.7pp |
| Employer contribution / active EE | $686 | $725-5.3% | $1,820-62.3% | $2,173-68.4% |
| Participant deferral / active EE | $1,125 | $1,453-22.6% | $2,822-60.1% | $3,597-68.7% |
| Admin fee / account holder | $113 | $62+81.1% | $4,499-97.5% | $56+100.8% |