| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $1,025,357 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: INVESTMENT MANAGEMENT CONSULTANTS Service code 28 · EIN 88-0444272 | Investment Management | $112,500 |
MMA SECURITIES LLC9 years Filed as: MARSH & MCLENNAN AGENCY, LLC Service code 23 · EIN 36-1436000 | Insurance services; Direct payment fr... | $56,129 |
PDQ PRINTING2 years Filed as: PDQ GILLS PRINTING Service code 38 · EIN 88-0444272 | Participant Communication | $8,599 |
CHARLES SCHWAB & CO., INC.10+ 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.
Employer contribution per participant 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 | $45,306 | $52,172-13.2% | $56,025-19.1% | $106,553-57.5% |
| Participation rate | 4.0% | 32.5%-28.5pp | 52.5%-48.5pp | 69.8%-65.8pp |
| Annual return | 17.10% | 17.21%-0.1pp | 1712.69%-1695.6pp | 17.37%-0.3pp |
| Employer contribution / active EE | $0 | $613-100.0% | $1,042-100.0% | $3,359-100.0% |
| Participant deferral / active EE | $179 | $1,424-87.4% | $1,955-90.8% | $5,562-96.8% |
| Admin fee / account holder | $120 | $90+32.2% | $2,828-95.8% | $80+50.2% |