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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $376,450 |
CHARLES SCHWAB & CO., INC.3+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $11,715 |
WITHUMSMITH+BROWN, PC3+ years Filed as: BENJAMIN A BROWN Service code 28 · EIN 05-9368991 | Investment Management | $8,418 |
LUTHER KING CAPITAL MANAGEMENT3+ years Service code 28 · EIN 75-0163033 | Investment Management | $8,408 |
ENCLAVE ADVISORS LLC3+ years Service code 28 · EIN 46-0777672 | Investment Management | $8,297 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $68 |
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 | $318,753 | $96,458+230.5% | $136,298+133.9% | $77,958+308.9% |
| Participation rate | 90.4% | 75.4%+15.1pp | 81.9%+8.5pp | 71.6%+18.8pp |
| Annual return | 87.75% | 23.78%+64.0pp | 5156.27%-5068.5pp | 20.87%+66.9pp |
| Employer contribution / active EE | $11,244 | $3,144+257.6% | $4,696+139.4% | $2,310+386.6% |
| Participant deferral / active EE | $9,147 | $5,902+55.0% | $6,247+46.4% | $3,537+158.6% |
| Admin fee / account holder | $168 | $80+109.0% | $9,244-98.2% | $97+72.6% |