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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARLES SCHWAB TRUST BANK Service code 27 · EIN 82-3967259 | Advisory (Plan) | $71,634 |
MILLIMAN, INC.1 year Service code 15 · EIN 91-0675641 | Recordkeeping | $41,422 |
TD AMERITRADE, INC.1 year Filed as: AMERITRADE Service code 27 200 SOUTH 108TH AVENUE · OMAHA, NE 68154 | Advisory (Plan) | $34,781 |
Filed as: USB FINANCIAL SERVICES Service code 26 1200 PROSPECT ST, SUITE 300 · LA JOLLA, CA 92037 | Advisory (Participants) | $9,821 |
MATRIX TRUST COMPANY7 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $391,807 | $82,163+376.9% | $125,381+212.5% | $64,819+504.5% |
| Participation rate | 68.3% | 77.9%-9.6pp | 82.4%-14.1pp | 71.5%-3.2pp |
| Annual return | -10.45% | 3.49%-13.9pp | 572.31%-582.8pp | 32.84%-43.3pp |
| Employer contribution / active EE | $9,449 | $3,616+161.3% | $4,815+96.2% | $2,507+276.9% |
| Participant deferral / active EE | $7,036 | $7,175-1.9% | $7,448-5.5% | $4,311+63.2% |
| Admin fee / account holder | $727 | $163+345.3% | $10,007-92.7% | $188+286.9% |