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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $113,879 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 15 | Recordkeeping | $41,277 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $19,648 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,366 | $69,651-44.9% | $100,671-61.9% | $69,651-44.9% |
| Participation rate | 9.1% | 66.6%-57.5pp | 70.7%-61.6pp | 66.6%-57.5pp |
| Annual return | 5.51% | 53.77%-48.3pp | 20.43%-14.9pp | 53.77%-48.3pp |
| Employer contribution / active EE | $0 | $2,241-100.0% | $4,012-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $282 | $3,635-92.3% | $3,144-91.0% | $3,635-92.3% |
| Admin fee / account holder | $76 | $63+20.2% | $4,850-98.4% | $63+20.2% |