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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.6+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $270,089 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Participant contribution per participant 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 | $121,264 | $144,879-16.3% | $111,319+8.9% | $93,010+30.4% |
| Participation rate | 70.3% | 86.1%-15.8pp | 77.3%-7.0pp | 73.9%-3.6pp |
| Annual return | 29.09% | 18.11%+11.0pp | 54.68%-25.6pp | 158.70%-129.6pp |
| Employer contribution / active EE | $1,328 | $3,052-56.5% | $2,732-51.4% | $2,705-50.9% |
| Participant deferral / active EE | $2,117 | $5,576-62.0% | $4,488-52.8% | $4,561-53.6% |
| Admin fee / account holder | $196 | $104+89.6% | $7,966-97.5% | $152+29.4% |