Filed October 19, 2024 (most recent of 11 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 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $3,678 |
LPL FINANCIAL3+ years Service code 27 · EIN 95-2834236 | Advisory (Plan) | $357 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.3+ years Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,650 | $48,261-65.5% | $68,612-75.7% | $55,725-70.1% |
| Participation rate | 15.6% | 71.0%-55.5pp | 72.2%-56.7pp | 70.9%-55.3pp |
| Annual return | 5.38% | -2.61%+8.0pp | -4.63%+10.0pp | 244.93%-239.5pp |
| Employer contribution / active EE | $0 | $1,742-100.0% | $2,625-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $346 | $2,712-87.2% | $3,311-89.5% | $3,356-89.7% |
| Admin fee / account holder | $72 | $126-43.0% | $5,131-98.6% | $115-37.6% |