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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $51,475 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $10,440 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $9,483 |
361 CAPITAL LLC1+ years Filed as: BRC INVESTMENT MANAGAMENT, LLC Service code 28 · EIN 20-2604625 | Investment Management | $8,366 |
WINSLOW CAPITAL MANAGEMENT1+ years Filed as: WINSLOW CAPITAL MANAGEMENT LLC Service code 28 · EIN 90-0860898 | Investment Management | $5,770 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $64,833 | $50,464+28.5% | $75,784-14.5% | $52,331+23.9% |
| Participation rate | 78.7% | 66.8%+11.9pp | 75.8%+2.8pp | 68.1%+10.5pp |
| Annual return | -32.54% | 1.03%-33.6pp | 9.68%-42.2pp | 4.54%-37.1pp |
| Employer contribution / active EE | $670 | $1,988-66.3% | $3,323-79.8% | $1,882-64.4% |
| Participant deferral / active EE | $1,369 | $2,570-46.8% | $3,652-62.5% | $3,022-54.7% |
| Admin fee / account holder | $314 | $1,103-71.5% | $5,300-94.1% | $592-46.9% |