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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 | $89,123+26.7% | $102,460+10.2% | $77,762+45.2% |
| Participation rate | 86.0% | 80.9%+5.1pp | 76.5%+9.5pp | 70.6%+15.4pp |
| Annual return | 12.39% | 25.05%-12.7pp | 29.47%-17.1pp | 31.27%-18.9pp |
| Employer contribution / active EE | $3,312 | $2,700+22.7% | $3,025+9.5% | $2,728+21.4% |
| Participant deferral / active EE | $7,735 | $5,148+50.3% | $5,056+53.0% | $4,651+66.3% |
| Admin fee / account holder | $294 | $236+24.9% | $9,460-96.9% | $433-32.0% |