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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES4 years Filed as: FINANCIAL ENGINES INC Service code 28 · EIN 94-3250323 | Investment Management | $517,534 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $36,834 |
Filed as: ANGELES INVESTMENT ADVISORS LL Service code 28 · EIN 95-4839031 | Investment Management | $31,076 |
Filed as: ENVESTNET ASSET MANAGEMENT INC Service code 26 · EIN 36-4319587 | Advisory (Participants) | $25,456 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $11,750 |
SEYFARTH SHAW LLP1 year Service code 29 · EIN 36-2152202 | Legal | $5,120 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,462 |
Filed as: CHARLES SCHWAB & CO.,INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,213 | $67,823+37.4% | $155,602-40.1% | $99,187-6.0% |
| Participation rate | 98.7% | 67.5%+31.2pp | 78.2%+20.5pp | 71.7%+27.1pp |
| Annual return | 12.79% | 16.16%-3.4pp | 64.81%-52.0pp | 17.66%-4.9pp |
| Employer contribution / active EE | $6,488 | $2,280+184.6% | $4,675+38.8% | $3,262+98.9% |
| Participant deferral / active EE | $0 | $3,847-100.0% | $5,629-100.0% | $5,339-100.0% |
| Admin fee / account holder | $69 | $94-26.8% | $15,923-99.6% | $109-37.2% |