Filed March 4, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $10,372 |
STANCORP FINANCIAL GROUP2+ years Service code 19 · EIN 93-1253576 | Securities Custodian | $8,444 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
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 | $138,133 | $57,976+138.3% | $63,018+119.2% | $62,293+121.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.34% | 17.54%-3.2pp | 87.62%-73.3pp | 28.90%-14.6pp |
| Employer contribution / active EE | $16,658 | $2,415+589.9% | $2,761+503.4% | $2,042+715.7% |
| Participant deferral / active EE | $0 | $2,956-100.0% | $3,330-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |