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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $52,638 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
PIMCO FUNDS4 years Filed as: PIMCO Service code 28 · EIN 95-2632339 | Investment Management | $0 |
SEI INVESTMENTS2 years Filed as: SEI INVESTMENTS MANAGEMENT CORPO Service code 28 · EIN 04-2452803 | Investment Management | $0 |
SEI INVESTMENTS4 years Filed as: SEI TRUST COMPANY Service code 19 · EIN 06-1271230 | Securities Custodian | $0 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET Service code 18 · EIN 81-4017137 | Custodial (securities); Investment ma... | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,474 | $122,128+31.4% | $147,117+9.1% | $200,096-19.8% |
| Participation rate | 97.5% | 78.2%+19.3pp | 82.2%+15.3pp | 72.0%+25.5pp |
| Annual return | 15.78% | 30.58%-14.8pp | 420.54%-404.8pp | 34.26%-18.5pp |
| Employer contribution / active EE | $4,415 | $4,093+7.9% | $4,932-10.5% | $3,038+45.3% |
| Participant deferral / active EE | $9,499 | $8,484+12.0% | $8,065+17.8% | $5,090+86.6% |
| Admin fee / account holder | $10 | $180-94.4% | $12,993-99.9% | $269-96.2% |