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| Provider | Service type | Compensation |
|---|---|---|
ALL STAR FINANCIAL INC3+ years Service code 27 · EIN 41-1729389 | Advisory (Plan) | $94,165 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $34,965 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $23,515 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $36,166-100.0% | $107,664-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 6.7%-6.7pp | 10.0%-10.0pp | 11.3%-11.3pp |
| Annual return | 16.15% | 10.39%+5.8pp | 337.46%-321.3pp | 10.41%+5.7pp |
| Employer contribution / active EE | $57,971 | $10,969+428.5% | $20,191+187.1% | $14,691+294.6% |
| Participant deferral / active EE | $0 | $108-100.0% | $30-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $439-100.0% | $1,663-100.0% | $2,646-100.0% |