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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $119,582 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $32,520 |
CHARLES SCHWAB & CO., INC.4+ years Service code 19 · EIN 94-1733782 | 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 | $47,426 | $73,367-35.4% | $121,220-60.9% | $73,367-35.4% |
| Participation rate | 5.9% | 69.5%-63.6pp | 71.8%-65.8pp | 69.5%-63.6pp |
| Annual return | -4.81% | 173.45%-178.3pp | 16.94%-21.7pp | 173.45%-178.3pp |
| Employer contribution / active EE | $0 | $2,499-100.0% | $4,023-100.0% | $2,499-100.0% |
| Participant deferral / active EE | $228 | $4,033-94.3% | $3,345-93.2% | $4,033-94.3% |
| Admin fee / account holder | $92 | $68+34.7% | $5,021-98.2% | $68+34.7% |