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.8+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $37,623 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $3,087 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,517 | $102,661+73.9% | $151,645+17.7% | $66,949+166.6% |
| Participation rate | 94.9% | 85.5%+9.3pp | 87.5%+7.4pp | 69.8%+25.1pp |
| Annual return | -17.75% | -10.81%-6.9pp | 3.34%-21.1pp | 1.57%-19.3pp |
| Employer contribution / active EE | $15,317 | $4,184+266.1% | $6,165+148.4% | $2,545+501.8% |
| Participant deferral / active EE | $0 | $6,645-100.0% | $8,363-100.0% | $4,239-100.0% |
| Admin fee / account holder | $271 | $630-57.0% | $11,614-97.7% | $594-54.3% |