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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $247,161 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST ADVISORS LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $65,564 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,652 | $142,386+9.3% | $152,473+2.1% | $93,010+67.3% |
| Participation rate | 73.4% | 85.6%-12.2pp | 78.2%-4.8pp | 73.9%-0.5pp |
| Annual return | 15.12% | 18.07%-3.0pp | 757.59%-742.5pp | 158.70%-143.6pp |
| Employer contribution / active EE | $1,672 | $5,485-69.5% | $4,326-61.4% | $2,705-38.2% |
| Participant deferral / active EE | $6,461 | $6,872-6.0% | $5,817+11.1% | $4,561+41.7% |
| Admin fee / account holder | $173 | $108+60.5% | $15,811-98.9% | $152+14.2% |