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 | $51,878-17.8% | $68,368-37.6% | $79,634-46.4% |
| Participation rate | 90.1% | 53.7%+36.4pp | 73.8%+16.4pp | 62.5%+27.7pp |
| Annual return | 12.91% | 137.43%-124.5pp | 292.57%-279.7pp | 36.46%-23.6pp |
| Employer contribution / active EE | $2,700 | $1,931+39.8% | $2,649+1.9% | $2,529+6.7% |
| Participant deferral / active EE | $3,652 | $2,577+41.7% | $4,123-11.4% | $3,835-4.8% |
| Admin fee / account holder | $190 | $942-79.8% | $5,150-96.3% | $1,002-81.0% |