Filed October 18, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $101,394 |
CHARLES SCHWAB & CO., INC.10+ years Service code 15 · EIN 94-1737782 | Recordkeeping | $0 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 15 · EIN 82-3967259 | Recordkeeping | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,584 | $110,258+4.8% | $102,460+12.8% | $200,096-42.2% |
| Participation rate | 93.5% | 86.3%+7.2pp | 76.5%+17.0pp | 72.0%+21.5pp |
| Annual return | 13.87% | 35.78%-21.9pp | 29.47%-15.6pp | 34.26%-20.4pp |
| Employer contribution / active EE | $3,946 | $3,605+9.5% | $3,025+30.4% | $3,038+29.9% |
| Participant deferral / active EE | $6,077 | $6,377-4.7% | $5,056+20.2% | $5,090+19.4% |
| Admin fee / account holder | $47 | $122-61.9% | $9,460-99.5% | $269-82.7% |