Filed January 4, 2022 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIGMA INVESTMENT MANAGEMENT COMPANY Service code 27 · EIN 93-1092508 | Advisory (Plan) | $140,000 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $109,861 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (other than securities); Sh... | $29,685 |
CHARLES SCHWAB & CO., INC.2+ 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,856 | $61,125+2.8% | $108,582-42.1% | $63,975-1.7% |
| Participation rate | 52.0% | 80.5%-28.5pp | 79.6%-27.5pp | 71.1%-19.1pp |
| Annual return | 12.35% | 14.06%-1.7pp | -51.70%+64.0pp | 48.65%-36.3pp |
| Employer contribution / active EE | $1,814 | $2,237-18.9% | $3,758-51.7% | $2,182-16.8% |
| Participant deferral / active EE | $3,136 | $3,574-12.2% | $4,311-27.2% | $3,356-6.6% |
| Admin fee / account holder | $92 | $72+27.7% | $7,645-98.8% | $70+30.4% |