Filed October 18, 2017 (most recent of 3 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 |
|---|---|---|
MILLIMAN, INC.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $89,020 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1733782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,377 | $71,957+4.8% | $67,652+11.4% | $59,188+27.4% |
| Participation rate | 97.8% | 82.7%+15.2pp | 75.7%+22.2pp | 69.4%+28.4pp |
| Annual return | 0.33% | 8.53%-8.2pp | 6625.40%-6625.1pp | 5.51%-5.2pp |
| Employer contribution / active EE | $1,645 | $2,432-32.4% | $2,266-27.4% | $2,098-21.6% |
| Participant deferral / active EE | $4,767 | $4,211+13.2% | $3,560+33.9% | $3,265+46.0% |
| Admin fee / account holder | $3 | $64-95.4% | $4,821-99.9% | $92-96.8% |