Filed July 17, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $32,282 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $3,215 |
Filed as: CHARLES SCHWAB & CO. INC Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.3+ 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 | $103,802 | $89,739+15.7% | $149,721-30.7% | $62,293+66.6% |
| Participation rate | 97.0% | 85.1%+11.8pp | 87.1%+9.9pp | 69.5%+27.4pp |
| Annual return | 16.62% | 21.01%-4.4pp | 1501.67%-1485.1pp | 28.90%-12.3pp |
| Employer contribution / active EE | $7,631 | $3,233+136.0% | $5,444+40.2% | $2,042+273.6% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,568-100.0% | $3,169-100.0% |
| Admin fee / account holder | $169 | $551-69.3% | $11,282-98.5% | $479-64.7% |