Filed January 22, 2018
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.7 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $50,185 |
CAPIN CROUSE LLP10+ years Filed as: CAPIN CROUSE, LLP Service code 10 · EIN 36-3990892 | Accounting | $17,700 |
MERCER6 years Filed as: MERCER INVESTMENT CONSULTANTS Service code 16 · EIN 13-2834414 | Consulting | $16,474 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO., INC Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.10+ years Service code 19 | Securities Custodian | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,667 | $39,766+7.3% | $66,674-36.0% | $71,012-39.9% |
| Participation rate | 90.1% | 47.7%+42.5pp | 73.7%+16.5pp | 58.6%+31.6pp |
| Annual return | 12.91% | 181.39%-168.5pp | 321.24%-308.3pp | 37.67%-24.8pp |
| Employer contribution / active EE | $2,700 | $1,503+79.6% | $2,620+3.0% | $2,348+15.0% |
| Participant deferral / active EE | $3,652 | $1,868+95.5% | $4,084-10.6% | $3,246+12.5% |
| Admin fee / account holder | $190 | $1,097-82.7% | $5,098-96.3% | $1,167-83.7% |