Filed October 18, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.8+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $79,984 |
CHARLES SCHWAB & CO., INC.8+ years Service code 15 · EIN 94-1737782 | Recordkeeping | $0 |
CHARLES SCHWAB & CO., INC.2 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 | $97,609 | $130,052-24.9% | $86,698+12.6% | $77,906+25.3% |
| Participation rate | 92.0% | 85.9%+6.1pp | 76.6%+15.4pp | 73.7%+18.3pp |
| Annual return | -13.71% | -12.73%-1.0pp | 35.95%-49.7pp | 12.16%-25.9pp |
| Employer contribution / active EE | $2,291 | $3,214-28.7% | $2,837-19.2% | $2,846-19.5% |
| Participant deferral / active EE | $5,641 | $5,741-1.7% | $4,656+21.2% | $4,805+17.4% |
| Admin fee / account holder | $39 | $132-70.3% | $7,493-99.5% | $133-70.5% |