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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $204,974 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $113 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,502 | $85,635-73.7% | $123,894-81.8% | $63,975-64.8% |
| Participation rate | 95.7% | 74.9%+20.8pp | 81.4%+14.3pp | 71.1%+24.6pp |
| Annual return | 17.59% | 15.74%+1.8pp | 47.52%-29.9pp | 48.65%-31.1pp |
| Employer contribution / active EE | $947 | $3,076-69.2% | $4,617-79.5% | $2,182-56.6% |
| Participant deferral / active EE | $4,813 | $5,667-15.1% | $5,984-19.6% | $3,356+43.4% |
| Admin fee / account holder | $62 | $75-17.9% | $8,357-99.3% | $70-12.6% |