| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $512,089 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 15 | Recordkeeping | $302,653 |
Filed as: INVESTMENT MANAGEMENT CONSULTANTS Service code 28 · EIN 88-0444272 | Investment Management | $100,000 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $34,226 |
LAYTON LAYTON & TOBLER LLP1+ years Filed as: LAYTON LAYTON & TOBLER Service code 10 · EIN 88-0176927 | Accounting | $10,200 |
DAVIS WRIGHT TREMAINE1+ years Filed as: DAVIS, COWELL & BOWE Service code 29 · EIN 94-1709555 | Legal | $7,302 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHALES SCHWAB BANK Service code 19 | Securities Custodian | $3,271 |
CHARLES SCHWAB & CO., INC.1+ 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 | $25,134 | $34,910-28.0% | $59,496-57.8% | $69,651-63.9% |
| Participation rate | 4.7% | 37.9%-33.2pp | 54.6%-49.9pp | 66.6%-61.9pp |
| Annual return | -0.03% | 0.39%-0.4pp | 182.05%-182.1pp | 53.77%-53.8pp |
| Employer contribution / active EE | $0 | $496-100.0% | $1,153-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $149 | $1,077-86.1% | $1,829-91.8% | $3,635-95.9% |
| Admin fee / account holder | $132 | $60+120.8% | $2,232-94.1% | $63+108.4% |