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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $325,183 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $27,341 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,343 | $86,791-80.0% | $115,038-84.9% | $59,188-70.7% |
| Participation rate | 96.9% | 72.8%+24.1pp | 81.4%+15.6pp | 69.4%+27.5pp |
| Annual return | 0.48% | 4.44%-4.0pp | 26.14%-25.7pp | 5.51%-5.0pp |
| Employer contribution / active EE | $794 | $2,950-73.1% | $4,608-82.8% | $2,098-62.1% |
| Participant deferral / active EE | $4,169 | $5,298-21.3% | $6,026-30.8% | $3,265+27.7% |
| Admin fee / account holder | $60 | $95-37.1% | $8,175-99.3% | $92-35.2% |