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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $5,933 |
CHARLES SCHWAB & CO., INC.3+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $79,406 | $60,545+31.2% | $92,240-13.9% | $69,631+14.0% |
| Participation rate | 44.8% | 72.2%-27.4pp | 76.5%-31.7pp | 70.7%-25.9pp |
| Annual return | 12.21% | 19.71%-7.5pp | 176.29%-164.1pp | 27571.02%-27558.8pp |
| Employer contribution / active EE | $692 | $2,633-73.7% | $3,680-81.2% | $2,032-66.0% |
| Participant deferral / active EE | $1,108 | $2,828-60.8% | $3,897-71.6% | $3,224-65.6% |
| Admin fee / account holder | $39 | $145-73.0% | $5,194-99.2% | $110-64.7% |