| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES1+ years Service code 28 · EIN 94-3250323 21ST FLOOR, 28 STATE STREET · BOSTON, MA 02109 | Investment Management | $850,189 |
Filed as: HOTCHKIS AND WILEY CAPITAL MANAGEME Service code 50 725 S FIGUEROA STREET, #3900 · LOS ANGELES, CA 90017 | Direct Payment | $685,054 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES CO Service code 12 · EIN 74-2279754 98 SAN JACINTO BLVD., #1100 · AUSTIN, TX 78701 | Claims processing; Direct payment fro... | $220,090 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 98 SAN JACINTO BLVD., # 100 · AUSTIN, TX 78701 | Shareholder Servicing | $5,519 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO., INC Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,236 | $63,964+278.7% | $147,618+64.1% | $67,505+258.8% |
| Participation rate | 86.0% | 68.6%+17.4pp | 84.6%+1.4pp | 71.2%+14.8pp |
| Annual return | -0.45% | 9.05%-9.5pp | 61.98%-62.4pp | 6.52%-7.0pp |
| Employer contribution / active EE | $266 | $1,618-83.6% | $5,564-95.2% | $2,173-87.8% |
| Participant deferral / active EE | $15,100 | $2,589+483.3% | $4,895+208.5% | $3,597+319.9% |
| Admin fee / account holder | $266 | $43+522.0% | $11,612-97.7% | $56+374.0% |