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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $138,298 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $18,821 |
CHARLES SCHWAB & CO., INC.10+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $376 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,892 | $88,982+26.9% | $102,438+10.2% | $77,671+45.3% |
| Participation rate | 86.0% | 80.9%+5.1pp | 76.5%+9.5pp | 70.6%+15.5pp |
| Annual return | 12.39% | 25.01%-12.6pp | 29.37%-17.0pp | 31.21%-18.8pp |
| Employer contribution / active EE | $3,312 | $2,698+22.8% | $3,024+9.5% | $2,726+21.5% |
| Participant deferral / active EE | $7,735 | $5,144+50.4% | $5,054+53.1% | $4,648+66.4% |
| Admin fee / account holder | $294 | $236+25.0% | $9,448-96.9% | $430-31.6% |