Filed October 10, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.10+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $99,938 |
Service code 16 5 CENTERPOINTE DR · LAKE OSWEGO, OR 97035 | Consulting | $63,200 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $33,876 |
CHARLES SCHWAB & CO., INC.10+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,380 | $88,890+59.1% | $102,423+38.0% | $77,643+82.1% |
| Participation rate | 94.0% | 80.9%+13.1pp | 76.5%+17.5pp | 70.6%+23.4pp |
| Annual return | 10.65% | 24.98%-14.3pp | 29.32%-18.7pp | 31.24%-20.6pp |
| Employer contribution / active EE | $3,824 | $2,698+41.7% | $3,023+26.5% | $2,726+40.3% |
| Participant deferral / active EE | $7,353 | $5,145+42.9% | $5,053+45.5% | $4,647+58.2% |
| Admin fee / account holder | $285 | $235+21.2% | $9,451-97.0% | $430-33.7% |