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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ENVESTNET ASSET MANAGEMENT INC Service code 28 · EIN 36-4319587 | Investment Management | $6,472 |
Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $40 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $46,244-100.0% | $346,182-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.1%-52.1pp | 2.8%-2.8pp |
| Annual return | 7.20% | 13.54%-6.3pp | 13.48%-6.3pp | 16.32%-9.1pp |
| Employer contribution / active EE | $10,094 | $37,659-73.2% | $47,067-78.6% | $17,007-40.6% |
| Participant deferral / active EE | $0 | $159-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $14,572-100.0% | $127-100.0% |