Filed July 17, 2024 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.6+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $46,102 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $2,384 |
CHARLES SCHWAB & CO., INC.6+ 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 | $163,768 | $136,307+20.1% | $177,848-7.9% | $73,497+122.8% |
| Participation rate | 95.6% | 86.1%+9.5pp | 87.7%+7.9pp | 70.7%+24.9pp |
| Annual return | 17.11% | 18.68%-1.6pp | 48.33%-31.2pp | 28.51%-11.4pp |
| Employer contribution / active EE | $11,491 | $3,712+209.6% | $5,919+94.2% | $2,270+406.2% |
| Participant deferral / active EE | $0 | $5,829-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $282 | $596-52.7% | $12,431-97.7% | $513-45.1% |