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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.6+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $147,800 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $8,942 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,642 | $48,592-24.6% | $185,823-80.3% | $90,288-59.4% |
| Participation rate | 40.3% | 66.2%-25.9pp | 78.0%-37.7pp | 73.4%-33.0pp |
| Annual return | 12.52% | 68.51%-56.0pp | 35.95%-23.4pp | 53.97%-41.4pp |
| Employer contribution / active EE | $847 | $1,389-39.0% | $4,087-79.3% | $2,524-66.4% |
| Participant deferral / active EE | $1,456 | $3,463-58.0% | $5,632-74.1% | $4,232-65.6% |
| Admin fee / account holder | $208 | $77+168.9% | $9,500-97.8% | $114+82.7% |