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| Provider | Service type | Compensation |
|---|---|---|
CALLAN ASSOCIATES3 years Filed as: CALLAN ASSOCIATES INC Service code 28 · EIN 94-2192581 | Investment Management | $109,995 |
BLACKSTONE1 year Filed as: BLACKSTONE ALTERNATIVE ASSET MGT Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $74,419 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $31,458 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $23,195 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,244-100.0% | $346,182-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.1%-52.1pp | 2.8%-2.8pp |
| Annual return | 14.10% | 13.54%+0.6pp | 13.48%+0.6pp | 16.32%-2.2pp |
| Employer contribution / active EE | $50,726 | $37,659+34.7% | $47,067+7.8% | $17,007+198.3% |
| Participant deferral / active EE | $0 | $159-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $14,572-100.0% | $127-100.0% |