Filed February 10, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PENSION CORPORATION OF AMERICA7+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $7,064 |
CHARLES SCHWAB & CO., INC.7+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 28 · EIN 82-3967259 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,355 | $121,341+7.4% | $189,513-31.2% | $79,386+64.2% |
| Participation rate | 84.2% | 86.1%-1.9pp | 87.8%-3.6pp | 70.7%+13.5pp |
| Annual return | 13.78% | 21.08%-7.3pp | 555.15%-541.4pp | 116.85%-103.1pp |
| Employer contribution / active EE | $4,322 | $3,915+10.4% | $6,162-29.8% | $2,427+78.1% |
| Participant deferral / active EE | $5,071 | $6,395-20.7% | $8,221-38.3% | $4,046+25.3% |
| Admin fee / account holder | $33 | $651-95.0% | $12,045-99.7% | $626-94.8% |