Filed January 4, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $124,452 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Trustee (directed); Shareholder servi... | $83,512 |
Filed as: SIGMA INVESTMENT MANAGEMENT COMPANY Service code 18 · EIN 93-1092508 | Custodial (other than securities); Pa... | $74,730 |
CHARLES SCHWAB & CO., INC.1+ years Service code 25 · EIN 94-1737782 | Directed Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,200 | $74,498-17.9% | $94,229-35.1% | $59,188+3.4% |
| Participation rate | 51.9% | 76.8%-24.9pp | 78.8%-26.9pp | 69.4%-17.6pp |
| Annual return | -1.77% | 2.76%-4.5pp | 10.68%-12.5pp | 5.51%-7.3pp |
| Employer contribution / active EE | $1,781 | $2,077-14.3% | $3,587-50.3% | $2,098-15.1% |
| Participant deferral / active EE | $3,073 | $3,433-10.5% | $4,320-28.9% | $3,265-5.9% |
| Admin fee / account holder | $13 | $103-87.3% | $6,269-99.8% | $92-85.9% |