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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES4 years Filed as: EDELMAN FINANCIAL ENGINES, INC Service code 28 · EIN 47-5324976 | Investment Management | $24,004 |
Service code 15 · EIN 32-0169227 | Recordkeeping | $16,083 |
Filed as: BENEFIT PLANS, INC. Service code 13 · EIN 47-0617162 | Contract Administrator | $2,250 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST COMPANY NORTH Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,543 | $49,451-30.1% | $79,580-56.6% | $66,938-48.4% |
| Participation rate | 92.0% | 61.3%+30.7pp | 69.5%+22.5pp | 69.8%+22.2pp |
| Annual return | -17.65% | 84.25%-101.9pp | 0.15%-17.8pp | 1.58%-19.2pp |
| Employer contribution / active EE | $2,221 | $1,266+75.5% | $2,413-8.0% | $2,545-12.8% |
| Participant deferral / active EE | $4,579 | $3,159+45.0% | $3,985+14.9% | $4,238+8.0% |
| Admin fee / account holder | $281 | $595-52.8% | $6,835-95.9% | $594-52.7% |