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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $68,077 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $54,515 | $152,651-64.3% | $105,218-48.2% | $125,388-56.5% |
| Participation rate | 81.0% | 81.5%-0.6pp | 77.2%+3.7pp | 83.2%-2.2pp |
| Annual return | 0.13% | 8.24%-8.1pp | 5.33%-5.2pp | 282.24%-282.1pp |
| Employer contribution / active EE | $2,460 | $4,802-48.8% | $3,255-24.4% | $4,866-49.4% |
| Participant deferral / active EE | $11,093 | $6,660+66.6% | $4,867+128.0% | $5,352+107.3% |
| Admin fee / account holder | $311 | $14,248-97.8% | $6,992-95.6% | $9,541-96.7% |