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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.7+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $153,469 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $25,159 |
CHARLES SCHWAB & CO., INC.7+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,407 | $106,264+19.9% | $147,117-13.4% | $77,762+63.8% |
| Participation rate | 60.9% | 78.4%-17.5pp | 82.2%-21.3pp | 70.6%-9.7pp |
| Annual return | 13.74% | 56.94%-43.2pp | 420.54%-406.8pp | 31.27%-17.5pp |
| Employer contribution / active EE | $2,078 | $4,074-49.0% | $4,932-57.9% | $2,728-23.8% |
| Participant deferral / active EE | $6,508 | $8,003-18.7% | $8,065-19.3% | $4,651+39.9% |
| Admin fee / account holder | $175 | $334-47.5% | $12,993-98.6% | $433-59.5% |