Filed July 17, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.9+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $38,627 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $2,102 |
CHARLES SCHWAB & CO., INC.9+ 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 | $226,424 | $130,294+73.8% | $170,043+33.2% | $71,511+216.6% |
| Participation rate | 92.8% | 86.2%+6.6pp | 87.0%+5.8pp | 67.9%+24.9pp |
| Annual return | 19.34% | 20.36%-1.0pp | 53.40%-34.1pp | 28.86%-9.5pp |
| Employer contribution / active EE | $15,518 | $4,385+253.9% | $6,790+128.5% | $2,589+499.4% |
| Participant deferral / active EE | $0 | $6,928-100.0% | $10,410-100.0% | $4,291-100.0% |
| Admin fee / account holder | $281 | $966-70.9% | $12,824-97.8% | $1,588-82.3% |