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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $2,470 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 83-3967259 | 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,252 | $47,163-84.6% | $149,696-95.2% | $74,460-90.3% |
| Participation rate | 56.2% | 63.4%-7.3pp | 78.8%-22.6pp | 70.7%-14.6pp |
| Annual return | 0.00% | 22.75%-22.8pp | 134.46%-134.5pp | 34.38%-34.4pp |
| Employer contribution / active EE | $601 | $1,907-68.5% | $4,821-87.5% | $2,638-77.2% |
| Participant deferral / active EE | $808 | $2,730-70.4% | $5,682-85.8% | $4,530-82.2% |
| Admin fee / account holder | $8 | $343-97.7% | $13,212-99.9% | $348-97.7% |