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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $37,988 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $18,053 |
CHARLES SCHWAB & CO., INC.5+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,050 | $82,188+18.1% | $125,391-22.6% | $64,824+49.7% |
| Participation rate | 93.9% | 77.9%+16.0pp | 82.4%+11.5pp | 71.5%+22.4pp |
| Annual return | -4.70% | 3.50%-8.2pp | 572.41%-577.1pp | 32.84%-37.5pp |
| Employer contribution / active EE | $1,722 | $3,617-52.4% | $4,816-64.2% | $2,507-31.3% |
| Participant deferral / active EE | $5,985 | $7,177-16.6% | $7,448-19.6% | $4,311+38.8% |
| Admin fee / account holder | $79 | $163-51.6% | $10,009-99.2% | $188-57.9% |