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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK3+ years Filed as: BLACKROCK, INC. Service code 28 400 HOWARD ST · SAN FRANCISCO, CA 94105 | Investment Management | $0 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 28 333 SOUTH HOPE STREET · LOS ANGELES, CA 900711406 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB INVESTMENT INC Service code 28 · EIN 94-3106735 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB INVESTMENT MANAGEMEN Service code 28 | Investment Management | $0 |
DODGE & COX2 years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
DOUBLELINE CAPITAL LP3+ 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 |
Filed as: GRANTHAM, MAYO, VAN OTTERLOO & CO., Service code 28 40 ROWES WHARF · BOSTON, MA 02110 | Investment Management | $0 |
Service code 28 330 MADISON AVENUE · NEW YORK, NY 10017 | Investment Management | $0 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $250,986-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 2.4%-2.4pp |
| Annual return | 17.66% | 9.92%+7.7pp | 32.33%-14.7pp | 22.81%-5.1pp |
| Employer contribution / active EE | $24,450 | $16,139+51.5% | $33,956-28.0% | $18,290+33.7% |
| Participant deferral / active EE | $0 | $0 | $43-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,141-100.0% | $85,222-100.0% |