Filed July 17, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $36,715 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $4,639 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $73,921 | $70,667+4.6% | $123,105-40.0% | $52,331+41.3% |
| Participation rate | 98.5% | 83.7%+14.7pp | 86.8%+11.7pp | 68.1%+30.4pp |
| Annual return | -1.43% | 6.23%-7.7pp | 13.22%-14.6pp | 4.54%-6.0pp |
| Employer contribution / active EE | $6,651 | $2,946+125.8% | $5,151+29.1% | $1,882+253.4% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,229-100.0% | $3,022-100.0% |
| Admin fee / account holder | $151 | $506-70.2% | $9,014-98.3% | $592-74.5% |