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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.6+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $119,839 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $19,940 |
CHARLES SCHWAB & CO., INC.6+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,059 | $95,438+20.6% | $135,982-15.4% | $74,473+54.5% |
| Participation rate | 95.6% | 78.2%+17.4pp | 81.9%+13.7pp | 70.7%+24.9pp |
| Annual return | 64.30% | 32.61%+31.7pp | 68.32%-4.0pp | 34.36%+29.9pp |
| Employer contribution / active EE | $4,245 | $3,878+9.5% | $4,859-12.6% | $2,638+60.9% |
| Participant deferral / active EE | $8,896 | $7,790+14.2% | $7,760+14.6% | $4,530+96.4% |
| Admin fee / account holder | $139 | $259-46.4% | $10,767-98.7% | $347-60.0% |