Filed July 17, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $43,389 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,682 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 19 · EIN 94-1737782 | 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 | $87,719 | $74,089+18.4% | $133,975-34.5% | $55,167+59.0% |
| Participation rate | 98.3% | 84.3%+14.1pp | 87.1%+11.3pp | 69.0%+29.4pp |
| Annual return | 7.93% | 12.11%-4.2pp | 29.29%-21.4pp | 169.23%-161.3pp |
| Employer contribution / active EE | $7,121 | $3,064+132.4% | $5,211+36.6% | $1,963+262.8% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $208 | $458-54.6% | $9,324-97.8% | $504-58.7% |