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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $136,540 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $10,861 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,372 | $80,211-55.9% | $74,184-52.3% | $63,975-44.7% |
| Participation rate | 70.0% | 84.2%-14.1pp | 76.6%-6.6pp | 71.1%-1.1pp |
| Annual return | -13.39% | 14.13%-27.5pp | 17.74%-31.1pp | 48.65%-62.0pp |
| Employer contribution / active EE | $1,950 | $2,553-23.6% | $2,370-17.7% | $2,182-10.6% |
| Participant deferral / active EE | $1,701 | $4,370-61.1% | $3,550-52.1% | $3,356-49.3% |
| Admin fee / account holder | $132 | $67+96.9% | $5,586-97.6% | $70+87.9% |