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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4 years Service code 15 · EIN 91-0675641 | Recordkeeping | $93,120 |
CETERA ADVISOR NETWORKS LLC4 years Service code 27 · EIN 95-3845382 | Advisory (Plan) | $17,495 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 27 · EIN 82-3967259 | Advisory (Plan) | $31 |
Employer contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,759 | $78,419-72.3% | $133,978-83.8% | $73,412-70.4% |
| Participation rate | 75.7% | 78.6%-2.9pp | 79.8%-4.1pp | 72.2%+3.5pp |
| Annual return | 18.07% | 33.35%-15.3pp | 45.10%-27.0pp | 59.30%-41.2pp |
| Employer contribution / active EE | $147 | $2,044-92.8% | $3,919-96.3% | $2,234-93.4% |
| Participant deferral / active EE | $2,393 | $3,925-39.0% | $5,047-52.6% | $3,806-37.1% |
| Admin fee / account holder | $206 | $161+27.7% | $8,930-97.7% | $158+30.5% |