Filed February 10, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PENSION CORPORATION OF AMERICA1+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $2,260 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO., INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 28 · EIN 42-1558009 | Investment Management | $0 |
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 | $74,618 | $70,667+5.6% | $123,105-39.4% | $52,331+42.6% |
| Participation rate | 92.1% | 83.7%+8.3pp | 86.8%+5.3pp | 68.1%+24.0pp |
| Annual return | 0.54% | 6.23%-5.7pp | 13.22%-12.7pp | 4.54%-4.0pp |
| Employer contribution / active EE | $3,392 | $2,946+15.1% | $5,151-34.2% | $1,882+80.2% |
| Participant deferral / active EE | $4,115 | $4,493-8.4% | $6,229-33.9% | $3,022+36.1% |
| Admin fee / account holder | $18 | $506-96.5% | $9,014-99.8% | $592-97.0% |