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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $84,868 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $54,962 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $19 |
CHARLES SCHWAB & CO., INC.5+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $128,350 | $35,949+257.0% | $88,538+45.0% | $65,185+96.9% |
| Participation rate | 98.3% | 56.4%+41.9pp | 68.7%+29.6pp | 70.2%+28.1pp |
| Annual return | 19.25% | 47.52%-28.3pp | 43.64%-24.4pp | 29.38%-10.1pp |
| Employer contribution / active EE | $8,978 | $1,047+757.6% | $2,098+327.9% | $2,177+312.5% |
| Participant deferral / active EE | $8,207 | $1,870+339.0% | $2,914+181.6% | $3,514+133.6% |
| Admin fee / account holder | $503 | $496+1.4% | $4,310-88.3% | $847-40.6% |