Filed February 10, 2025 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PENSION CORPORATION OF AMERICA5+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $2,411 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 28 · EIN 42-1558009 | Investment Management | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $84,317 | $98,982-14.8% | $162,185-48.0% | $65,186+29.3% |
| Participation rate | 92.6% | 85.8%+6.8pp | 87.6%+5.0pp | 70.2%+22.4pp |
| Annual return | 21.51% | 24.84%-3.3pp | 115.61%-94.1pp | 29.39%-7.9pp |
| Employer contribution / active EE | $3,483 | $3,467+0.5% | $5,613-37.9% | $2,177+60.0% |
| Participant deferral / active EE | $3,981 | $5,384-26.1% | $7,297-45.4% | $3,514+13.3% |
| Admin fee / account holder | $10 | $596-98.2% | $10,844-99.9% | $847-98.8% |