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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.7+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $287,709 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,741 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,911 | $130,052-30.9% | $86,717+3.7% | $77,906+15.4% |
| Participation rate | 71.1% | 85.9%-14.9pp | 76.6%-5.5pp | 73.7%-2.6pp |
| Annual return | -17.46% | -12.73%-4.7pp | 35.97%-53.4pp | 12.16%-29.6pp |
| Employer contribution / active EE | $1,636 | $3,214-49.1% | $2,837-42.3% | $2,846-42.5% |
| Participant deferral / active EE | $2,554 | $5,741-55.5% | $4,657-45.1% | $4,805-46.8% |
| Admin fee / account holder | $195 | $132+47.7% | $7,494-97.4% | $133+46.9% |