Filed January 22, 2018
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $13,900 |
CAPIN CROUSE LLP5+ years Filed as: CAPIN CROUSE, LLP Service code 10 · EIN 36-3990892 | Accounting | $10,302 |
MERCER1 year Filed as: MERCER INVESTMENT CONSULTANTS Service code 16 · EIN 13-2834414 | Consulting | $6,043 |
CHARLES SCHWAB & CO., INC.5+ years Service code 19 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,066 | $52,722-56.2% | $90,430-74.5% | $73,412-68.6% |
| Participation rate | 93.4% | 67.7%+25.7pp | 72.7%+20.7pp | 72.2%+21.2pp |
| Annual return | 3.86% | 20.70%-16.8pp | 1293.73%-1289.9pp | 59.30%-55.4pp |
| Employer contribution / active EE | $4,173 | $1,872+122.9% | $3,262+27.9% | $2,234+86.8% |
| Participant deferral / active EE | $0 | $2,810-100.0% | $3,963-100.0% | $3,806-100.0% |
| Admin fee / account holder | $84 | $117-28.5% | $5,613-98.5% | $158-47.1% |