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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $126,645 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $96,819 |
VWC PS1+ years Filed as: VOLDAL WARTELLE & COMPANY, PS Service code 10 · EIN 91-1007261 | Accounting | $14,410 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & COMPANY, INC. Service code 19 | Securities Custodian | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,128 | $56,882-10.1% | $60,547-15.6% | $67,505-24.3% |
| Participation rate | 96.7% | 66.9%+29.7pp | 68.0%+28.7pp | 71.2%+25.4pp |
| Annual return | 0.55% | -0.06%+0.6pp | 335.64%-335.1pp | 6.52%-6.0pp |
| Employer contribution / active EE | $1,050 | $2,085-49.6% | $2,419-56.6% | $2,173-51.7% |
| Participant deferral / active EE | $4,650 | $3,091+50.4% | $3,328+39.7% | $3,597+29.3% |
| Admin fee / account holder | $34 | $65-47.6% | $4,536-99.3% | $56-39.4% |