Filed February 10, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PENSION CORPORATION OF AMERICA3+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $2,290 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ 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 | $73,708 | $89,739-17.9% | $149,721-50.8% | $62,293+18.3% |
| Participation rate | 91.5% | 85.1%+6.4pp | 87.1%+4.5pp | 69.5%+22.0pp |
| Annual return | 15.57% | 21.01%-5.4pp | 1501.67%-1486.1pp | 28.90%-13.3pp |
| Employer contribution / active EE | $2,897 | $3,233-10.4% | $5,444-46.8% | $2,042+41.8% |
| Participant deferral / active EE | $3,425 | $4,797-28.6% | $6,568-47.9% | $3,169+8.1% |
| Admin fee / account holder | $13 | $551-97.7% | $11,282-99.9% | $479-97.3% |