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| Provider | Service type | Compensation |
|---|---|---|
MCGRIFF INSURANCE SERVICES3 years Filed as: MCGRIFF INSURANCE SERVICES INC. Service code 28 · EIN 56-1623293 | Investment Management | $18,750 |
HIGHTOWER ADVISORS LLC1 year Service code 26 · EIN 36-4500709 | Advisory (Participants) | $5,849 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $5,784 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $383 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,590 | $87,125+110.7% | $108,405+69.4% | $86,821+111.5% |
| Participation rate | 81.1% | 80.5%+0.6pp | 80.1%+1.0pp | 72.3%+8.8pp |
| Annual return | 16.88% | 25.21%-8.3pp | 905.55%-888.7pp | 97.94%-81.1pp |
| Employer contribution / active EE | $3,462 | $2,477+39.7% | $3,559-2.7% | $2,406+43.9% |
| Participant deferral / active EE | $11,244 | $6,944+61.9% | $6,563+71.3% | $4,132+172.1% |
| Admin fee / account holder | $52 | $130-59.8% | $7,297-99.3% | $170-69.2% |