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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $311,269 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $9,110 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,942 | $110,699-58.5% | $177,848-74.2% | $90,274-49.1% |
| Participation rate | 37.9% | 88.3%-50.5pp | 87.7%-49.8pp | 73.4%-35.5pp |
| Annual return | -72.07% | 22.79%-94.9pp | 48.33%-120.4pp | 53.97%-126.0pp |
| Employer contribution / active EE | $3,676 | $4,118-10.7% | $5,919-37.9% | $2,523+45.7% |
| Participant deferral / active EE | $6,941 | $6,731+3.1% | $7,714-10.0% | $4,231+64.1% |
| Admin fee / account holder | $377 | $90+319.1% | $12,431-97.0% | $114+230.7% |