| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Float revenue;... | $691,511 |
Filed as: FINANCIAL ENGINE Service code 26 1804 EMBARCADERO ROAD · PALO ALTO, CA 94303 | Advisory (Participants) | $675,236 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $7,519 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,764 | $93,773+102.4% | $125,401+51.3% | $78,104+143.0% |
| Participation rate | 99.6% | 75.6%+24.0pp | 82.4%+17.2pp | 74.5%+25.1pp |
| Annual return | -16.23% | 277.78%-294.0pp | 572.53%-588.8pp | 10.90%-27.1pp |
| Employer contribution / active EE | $6,431 | $3,678+74.8% | $4,816+33.5% | $3,128+105.6% |
| Participant deferral / active EE | $10,197 | $6,971+46.3% | $7,448+36.9% | $5,089+100.4% |
| Admin fee / account holder | $117 | $67+74.8% | $10,008-98.8% | $79+48.3% |