Filed March 4, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $11,061 |
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Claims processing; Sub-transfer agenc... | $9,181 |
CHARLES SCHWAB & CO., INC.3+ 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 | $134,092 | $55,002+143.8% | $59,887+123.9% | $56,287+138.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | 11.82% | 1.13%+10.7pp | 3.46%+8.4pp | -9.96%+21.8pp |
| Employer contribution / active EE | $15,162 | $2,448+519.4% | $2,722+456.9% | $2,111+618.2% |
| Participant deferral / active EE | $0 | $3,121-100.0% | $3,402-100.0% | $3,350-100.0% |
| Admin fee / account holder | $1 | $236-99.4% | $3,591-100.0% | $521-99.7% |