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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES6 years Filed as: EDELMAN FINANCIAL ENGINES, INC Service code 28 · EIN 47-5324976 | Investment Management | $26,884 |
Service code 15 · EIN 32-0169227 | Recordkeeping | $19,458 |
Filed as: BENEFIT PLANS, INC. Service code 13 · EIN 47-0617162 | Contract Administrator | $3,357 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,303 | $59,402-13.6% | $93,654-45.2% | $74,546-31.2% |
| Participation rate | 82.8% | 59.7%+23.1pp | 68.7%+14.0pp | 67.2%+15.5pp |
| Annual return | 12.77% | 81.86%-69.1pp | 133.34%-120.6pp | 1366.03%-1353.3pp |
| Employer contribution / active EE | $2,132 | $1,265+68.6% | $2,421-11.9% | $2,624-18.8% |
| Participant deferral / active EE | $4,330 | $3,049+42.0% | $4,413-1.9% | $4,347-0.4% |
| Admin fee / account holder | $388 | $3,023-87.2% | $8,282-95.3% | $1,944-80.0% |