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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $155,014 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | 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 | $42,600 | $329,111-87.1% | $109,313-61.0% | $329,111-87.1% |
| Participation rate | 7.7% | 67.9%-60.1pp | 71.3%-63.5pp | 67.9%-60.1pp |
| Annual return | 7.47% | 16.35%-8.9pp | 22.07%-14.6pp | 16.35%-8.9pp |
| Employer contribution / active EE | $0 | $2,303-100.0% | $3,892-100.0% | $2,303-100.0% |
| Participant deferral / active EE | $244 | $3,682-93.4% | $3,166-92.3% | $3,682-93.4% |
| Admin fee / account holder | $111 | $754-85.3% | $5,666-98.0% | $754-85.3% |