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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $43,153 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $24,056 |
MMA SECURITIES LLC2 years Filed as: MARSH& MCLENNAN AGENCY LLC Service code 23 · EIN 36-2668272 | Insurance services; Direct payment fr... | $15,398 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: INVESTMENT MANAGEMENT CONSULTANTS Service code 28 · EIN 88-0444272 | Investment Management | $9,390 |
CHARLES SCHWAB & CO., INC.10+ years Service code 15 · EIN 94-1737782 | Recordkeeping | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,953 | $60,504+47.0% | $81,882+8.6% | $74,478+19.4% |
| Participation rate | 69.5% | 62.9%+6.5pp | 72.4%-2.9pp | 67.2%+2.2pp |
| Annual return | 10.45% | 16.91%-6.5pp | 779.47%-769.0pp | 1370.56%-1360.1pp |
| Employer contribution / active EE | $2,267 | $2,627-13.7% | $2,916-22.3% | $2,626-13.7% |
| Participant deferral / active EE | $2,909 | $3,400-14.4% | $4,323-32.7% | $4,350-33.1% |
| Admin fee / account holder | $344 | $1,492-76.9% | $7,360-95.3% | $1,946-82.3% |