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| Provider | Service type | Compensation |
|---|---|---|
ANGEL OAK CAPITAL ADVISORS, LLC2+ years Filed as: ANGEL OAK CAPITAL ADVISORS LLC Service code 28 | Investment Management | $0 |
ANGEL OAK CAPITAL ADVISORS, LLC2+ years Service code 28 3344 PEACHTREE RD NE, SUITE 1725 · ATLANTA, GA 30326 | Investment Management | $0 |
BLACKROCK2+ years Filed as: BLACKROCK, INC. Service code 28 400 HOWARD ST · SAN FRANCISCO, CA 94105 | Investment Management | $0 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND COMPANY Service code 28 · EIN 95-1411037 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB INVESTMENT INC Service code 28 · EIN 94-3106735 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB INVESTMENT MANAGEMEN Service code 28 | Investment Management | $0 |
DODGE & COX1 year Service code 28 · EIN 94-1441976 | Investment Management | $0 |
DOUBLELINE CAPITAL LP2+ years Service code 28 333 SOUTH GRAND AVENUE, SUITE 1800 · LOS ANGELES, CA 90071 | Investment Management | $0 |
Filed as: FIDELITY & RESEARCH COMPANY Service code 28 · EIN 06-1194217 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 | Investment Management | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,234-100.0% | $270,125-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 24.1%-24.1pp | 35.7%-35.7pp | 5.6%-5.6pp |
| Annual return | -9.85% | -14.45%+4.6pp | -38.86%+29.0pp | 39.77%-49.6pp |
| Employer contribution / active EE | $41,975 | $14,058+198.6% | $37,752+11.2% | $19,959+110.3% |
| Participant deferral / active EE | $0 | $0 | $16-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $77-100.0% | $16,942-100.0% | $62-100.0% |