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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $41,765 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $36,960 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 19 · EIN 26-0058143 | Securities Custodian | $13,063 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $6,237 |
CHARLES SCHWAB & CO., INC.2 years Service code 19 · EIN 94-2737782 | Securities Custodian | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,112 | $42,909+19.1% | $152,093-66.4% | $71,012-28.0% |
| Participation rate | 87.9% | 54.7%+33.2pp | 77.8%+10.1pp | 58.6%+29.4pp |
| Annual return | 12.83% | 30.57%-17.7pp | 66.36%-53.5pp | 37.67%-24.8pp |
| Employer contribution / active EE | $3,456 | $1,369+152.5% | $4,175-17.2% | $2,348+47.2% |
| Participant deferral / active EE | $2,206 | $1,904+15.9% | $5,451-59.5% | $3,246-32.0% |
| Admin fee / account holder | $99 | $1,014-90.3% | $14,497-99.3% | $1,167-91.5% |