Filed February 10, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PENSION CORPORATION OF AMERICA6+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $2,124 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 28 · EIN 82-3967259 | 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 | $103,980 | $136,307-23.7% | $177,848-41.5% | $73,497+41.5% |
| Participation rate | 91.5% | 86.1%+5.4pp | 87.7%+3.8pp | 70.7%+20.8pp |
| Annual return | 15.30% | 18.68%-3.4pp | 48.33%-33.0pp | 28.51%-13.2pp |
| Employer contribution / active EE | $4,162 | $3,712+12.1% | $5,919-29.7% | $2,270+83.3% |
| Participant deferral / active EE | $4,781 | $5,829-18.0% | $7,714-38.0% | $3,740+27.8% |
| Admin fee / account holder | $12 | $596-98.1% | $12,431-99.9% | $513-97.7% |