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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.9+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $229,941 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $51 |
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 | $130,418 | $110,258+18.3% | $102,460+27.3% | $200,096-34.8% |
| Participation rate | 74.1% | 86.3%-12.2pp | 76.5%-2.4pp | 72.0%+2.0pp |
| Annual return | 28.66% | 35.78%-7.1pp | 29.47%-0.8pp | 34.26%-5.6pp |
| Employer contribution / active EE | $1,410 | $3,605-60.9% | $3,025-53.4% | $3,038-53.6% |
| Participant deferral / active EE | $2,914 | $6,377-54.3% | $5,056-42.4% | $5,090-42.8% |
| Admin fee / account holder | $155 | $122+26.4% | $9,460-98.4% | $269-42.6% |