Filed February 16, 2024
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $197,905 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $50 |
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 | $73,453 | $86,372-15.0% | $123,894-40.7% | $65,292+12.5% |
| Participation rate | 94.7% | 76.9%+17.8pp | 81.4%+13.3pp | 72.4%+22.3pp |
| Annual return | 11.07% | 11.27%-0.2pp | 47.52%-36.5pp | 11.84%-0.8pp |
| Employer contribution / active EE | $3,790 | $2,838+33.5% | $4,617-17.9% | $2,302+64.6% |
| Participant deferral / active EE | $7,321 | $5,625+30.2% | $5,984+22.3% | $3,579+104.6% |
| Admin fee / account holder | $24 | $53-54.2% | $8,357-99.7% | $57-57.8% |