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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.8+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $49,331 |
Filed as: INVESTMENT MANAGEMENT CONSULTANTS Service code 28 · EIN 88-0444272 | Investment Management | $17,404 |
CHARLES SCHWAB & CO., INC.8+ 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 | $74,406 | $51,223+45.3% | $82,763-10.1% | $66,949+11.1% |
| Participation rate | 58.2% | 67.9%-9.7pp | 72.6%-14.4pp | 69.8%-11.6pp |
| Annual return | -18.50% | -9.85%-8.6pp | 702.45%-720.9pp | 1.57%-20.1pp |
| Employer contribution / active EE | $1,778 | $2,611-31.9% | $3,008-40.9% | $2,545-30.2% |
| Participant deferral / active EE | $2,197 | $3,460-36.5% | $4,395-50.0% | $4,239-48.2% |
| Admin fee / account holder | $308 | $415-25.9% | $5,325-94.2% | $594-48.1% |