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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $268,364 |
WILLIS TOWERS WATSON US LLC2 years Service code 27 · EIN 34-1174529 | Advisory (Plan) | $94,528 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST ADVISORS LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $68,639 |
CHARLES SCHWAB & CO., INC.3+ 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 | $129,543 | $126,111+2.7% | $142,562-9.1% | $80,187+61.6% |
| Participation rate | 87.9% | 87.5%+0.4pp | 76.8%+11.1pp | 72.9%+15.0pp |
| Annual return | 19.48% | 23.39%-3.9pp | 20.13%-0.6pp | 40.40%-20.9pp |
| Employer contribution / active EE | $5,706 | $6,430-11.3% | $4,841+17.9% | $2,980+91.5% |
| Participant deferral / active EE | $8,367 | $7,822+7.0% | $6,280+33.2% | $5,016+66.8% |
| Admin fee / account holder | $189 | $92+105.1% | $10,012-98.1% | $145+30.6% |