Filed October 18, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.9+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $87,359 |
CHARLES SCHWAB & CO., INC.9+ years Service code 15 · EIN 94-1737782 | Recordkeeping | $0 |
CHARLES SCHWAB & CO., INC.3 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 | $104,395 | $104,544-0.1% | $96,576+8.1% | $80,149+30.3% |
| Participation rate | 93.2% | 86.4%+6.9pp | 76.0%+17.3pp | 72.9%+20.3pp |
| Annual return | 16.71% | 21.79%-5.1pp | 25.87%-9.2pp | 40.39%-23.7pp |
| Employer contribution / active EE | $3,664 | $3,527+3.9% | $2,965+23.6% | $2,977+23.1% |
| Participant deferral / active EE | $5,683 | $6,170-7.9% | $4,851+17.2% | $5,015+13.3% |
| Admin fee / account holder | $40 | $107-62.4% | $8,253-99.5% | $145-72.3% |