Filed February 16, 2024
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $568,378 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $108 |
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 | $89,146 | $100,589-11.4% | $136,298-34.6% | $177,276-49.7% |
| Participation rate | 94.6% | 77.4%+17.2pp | 81.9%+12.7pp | 74.8%+19.8pp |
| Annual return | 21.15% | 39.18%-18.0pp | 5156.27%-5135.1pp | 21.25%-0.1pp |
| Employer contribution / active EE | $4,259 | $3,259+30.7% | $4,696-9.3% | $2,479+71.8% |
| Participant deferral / active EE | $8,162 | $5,830+40.0% | $6,247+30.7% | $3,881+110.3% |
| Admin fee / account holder | $62 | $55+13.2% | $9,244-99.3% | $154-59.8% |