Filed July 17, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.7+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $36,946 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $2,992 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,997 | $121,341+67.3% | $189,537+7.1% | $79,391+155.7% |
| Participation rate | 95.2% | 86.1%+9.1pp | 87.8%+7.4pp | 70.7%+24.5pp |
| Annual return | 16.52% | 21.08%-4.6pp | 555.34%-538.8pp | 116.88%-100.4pp |
| Employer contribution / active EE | $12,970 | $3,915+231.3% | $6,161+110.5% | $2,428+434.2% |
| Participant deferral / active EE | $0 | $6,395-100.0% | $8,220-100.0% | $4,046-100.0% |
| Admin fee / account holder | $247 | $651-62.2% | $12,048-98.0% | $627-60.7% |