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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $103,125 |
BAKER TILLY US, LLP1 year Filed as: MONTGOMERY COSCIA GREILICH LLP Service code 10 · EIN 75-2919818 | Accounting | $17,922 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $202 |
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 | $27,403 | $96,458-71.6% | $136,298-79.9% | $77,958-64.8% |
| Participation rate | 89.3% | 75.4%+13.9pp | 81.9%+7.4pp | 71.6%+17.7pp |
| Annual return | 23.74% | 23.78%0pp | 5156.27%-5132.5pp | 20.87%+2.9pp |
| Employer contribution / active EE | $969 | $3,144-69.2% | $4,696-79.4% | $2,310-58.1% |
| Participant deferral / active EE | $4,502 | $5,902-23.7% | $6,247-27.9% | $3,537+27.3% |
| Admin fee / account holder | $33 | $80-59.5% | $9,244-99.6% | $97-66.5% |