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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $118,827 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $18,619 |
CHARLES SCHWAB & CO., INC.3+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $78,675 | $100,801-22.0% | $149,745-47.5% | $73,412+7.2% |
| Participation rate | 93.0% | 77.7%+15.3pp | 82.5%+10.5pp | 72.2%+20.8pp |
| Annual return | -1.68% | 265.34%-267.0pp | 276.72%-278.4pp | 59.30%-61.0pp |
| Employer contribution / active EE | $2,134 | $3,312-35.6% | $4,646-54.1% | $2,234-4.5% |
| Participant deferral / active EE | $8,129 | $6,404+26.9% | $6,843+18.8% | $3,806+113.6% |
| Admin fee / account holder | $208 | $181+15.2% | $9,312-97.8% | $158+31.9% |