Filed February 10, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PENSION CORPORATION OF AMERICA2+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $2,640 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO., INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 28 · EIN 42-1558009 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,942 | $74,089-1.5% | $133,975-45.6% | $55,167+32.2% |
| Participation rate | 88.9% | 84.3%+4.6pp | 87.1%+1.8pp | 69.0%+19.9pp |
| Annual return | 6.11% | 12.11%-6.0pp | 29.29%-23.2pp | 169.23%-163.1pp |
| Employer contribution / active EE | $3,064 | $3,0640% | $5,211-41.2% | $1,963+56.1% |
| Participant deferral / active EE | $3,707 | $4,678-20.8% | $6,282-41.0% | $3,054+21.4% |
| Admin fee / account holder | $18 | $458-96.0% | $9,324-99.8% | $504-96.4% |