Filed January 1, 2015 (most recent of 6 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $94,807 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $54,968 |
COOK STREET CONSULTING1 year Service code 27 · EIN 84-0854432 | Advisory (Plan) | $39,175 |
CHARLES SCHWAB & CO., INC.7 years Filed as: CHARLES SCHWAB & CO. INC. Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.7 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $291,501 | $78,607+270.8% | $105,624+176.0% | $74,478+291.4% |
| Participation rate | 96.7% | 72.8%+23.9pp | 75.3%+21.4pp | 67.2%+29.5pp |
| Annual return | 16.88% | 15.96%+0.9pp | 116.20%-99.3pp | 1370.56%-1353.7pp |
| Employer contribution / active EE | $13,191 | $2,523+422.8% | $3,168+316.4% | $2,626+402.3% |
| Participant deferral / active EE | $13,875 | $4,325+220.8% | $5,013+176.8% | $4,350+219.0% |
| Admin fee / account holder | $473 | $2,220-78.7% | $10,961-95.7% | $1,946-75.7% |