Filed July 17, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $37,367 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $2,446 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $104,816 | $79,523+31.8% | $140,019-25.1% | $56,289+86.2% |
| Participation rate | 96.6% | 85.7%+10.9pp | 87.5%+9.1pp | 69.9%+26.7pp |
| Annual return | -5.88% | 2.39%-8.3pp | 651.17%-657.0pp | -9.96%+4.1pp |
| Employer contribution / active EE | $8,672 | $3,350+158.9% | $5,605+54.7% | $2,111+310.8% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $207 | $614-66.2% | $10,705-98.1% | $521-60.2% |