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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $228,055 |
CHARLES SCHWAB & CO., INC.2+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $9,875 |
LUTHER KING CAPITAL MANAGEMENT2+ years Service code 28 · EIN 75-0163033 | Investment Management | $7,465 |
WITHUMSMITH+BROWN, PC2+ years Filed as: BENJAMIN A BROWN Service code 28 · EIN 05-9368991 | Investment Management | $7,207 |
ENCLAVE ADVISORS LLC2+ years Service code 28 · EIN 46-0777672 | Investment Management | $7,094 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $16 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $319,437 | $80,177+298.4% | $123,894+157.8% | $57,661+454.0% |
| Participation rate | 84.6% | 74.4%+10.2pp | 81.4%+3.2pp | 70.2%+14.4pp |
| Annual return | 9.20% | 17.90%-8.7pp | 47.52%-38.3pp | 5.13%+4.1pp |
| Employer contribution / active EE | $12,066 | $2,913+314.3% | $4,617+161.4% | $1,974+511.3% |
| Participant deferral / active EE | $9,135 | $5,130+78.1% | $5,984+52.7% | $3,061+198.5% |
| Admin fee / account holder | $204 | $106+92.3% | $8,357-97.6% | $95+116.3% |