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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $99,159 |
BAKER TILLY US, LLP2 years Filed as: MONTGOMERY COSCIA GREILICH LLP Service code 10 · EIN 75-2919818 | Accounting | $12,381 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $68 |
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 | $27,196 | $88,874-69.4% | $123,553-78.0% | $75,289-63.9% |
| Participation rate | 94.1% | 75.9%+18.2pp | 82.3%+11.8pp | 72.4%+21.6pp |
| Annual return | -1.51% | 4.22%-5.7pp | 119.21%-120.7pp | -0.04%-1.5pp |
| Employer contribution / active EE | $1,221 | $3,256-62.5% | $4,628-73.6% | $2,405-49.2% |
| Participant deferral / active EE | $5,320 | $6,174-13.8% | $6,426-17.2% | $3,739+42.3% |
| Admin fee / account holder | $26 | $95-72.3% | $9,284-99.7% | $102-74.4% |