Filed July 17, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $32,374 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $2,414 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.5+ 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 | $133,306 | $98,982+34.7% | $162,185-17.8% | $65,186+104.5% |
| Participation rate | 96.4% | 85.8%+10.6pp | 87.6%+8.8pp | 70.2%+26.2pp |
| Annual return | 22.50% | 24.84%-2.3pp | 115.61%-93.1pp | 29.39%-6.9pp |
| Employer contribution / active EE | $9,759 | $3,467+181.5% | $5,613+73.9% | $2,177+348.3% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $7,297-100.0% | $3,514-100.0% |
| Admin fee / account holder | $195 | $596-67.2% | $10,844-98.2% | $847-76.9% |