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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ASSETMARK Service code 19 PO BOX 40018 · LYNCHBURG, VA 245064018 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.4 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 19 450 ROYAL PALM WAY, 5TH FL · PALM BEACH ISLAND, FL 33490 | Securities Custodian | $0 |
OPPENHEIMER8 years Filed as: OPPENHEIMER & CO., INC. Service code 19 85 BROAD STREET · NEW YORK, NY 10004 | Securities Custodian | $0 |
SUNTRUST BANKS, INC.5 years Filed as: TRUIST INVESTMENT SERVICES Service code 19 PO BOX 596 · RICHMOND, VA 23286 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $508,082 | $55,423+816.7% | $155,602+226.5% | $74,400+582.9% |
| Participation rate | 97.4% | 61.9%+35.5pp | 78.2%+19.1pp | 67.2%+30.1pp |
| Annual return | 14.36% | 269.07%-254.7pp | 64.81%-50.5pp | 1367.51%-1353.2pp |
| Employer contribution / active EE | $23,810 | $2,266+950.9% | $4,675+409.3% | $2,624+807.2% |
| Participant deferral / active EE | $15,259 | $2,835+438.3% | $5,629+171.1% | $4,348+250.9% |
| Admin fee / account holder | $134 | $1,744-92.3% | $15,923-99.2% | $1,944-93.1% |