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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5+ years Service code 11 · EIN 91-0675641 | Actuarial | $199,273 |
USI CONSULTING GROUP5+ years Filed as: USI ADVISORS, INC Service code 28 · EIN 06-1397347 | Investment Management | $84,000 |
Service code 16 · EIN 91-1917286 | Consulting | $5,130 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (securities); Trustee (dire... | $4,910 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $468,422-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.5%-30.5pp | 0.0%0pp |
| Annual return | 6.72% | 8.76%-2.0pp | 6.89%-0.2pp | 8.76%-2.0pp |
| Employer contribution / active EE | $10,559 | $16,664-36.6% | $43,868-75.9% | $16,664-36.6% |
| Participant deferral / active EE | $0 | $948-100.0% | $44-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $1,988-100.0% | - |