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| Provider | Service type | Compensation |
|---|---|---|
BB&T1 year Filed as: BB&T INSTIT INVEST ADVISOR INC Service code 27 · EIN 57-0956597 | Advisory (Plan) | $19,508 |
CONRAD SIEGEL2+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $6,550 |
Filed as: VALLEY FORGE INVESTMENT MANAGEMENT Service code 27 · EIN 23-1910603 | Advisory (Plan) | $5,876 |
CHARLES SCHWAB & CO., INC.2+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $4,906 |
ARTISAN PARTNERS2+ years Filed as: ARTISAN PARTNERS LIMITED PARTNERSHI Service code 28 · EIN 39-1811840 | Investment Management | $0 |
BLACKROCK2+ years Filed as: BLACKROCK ADVISORS LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 28 · EIN 95-1411037 | Investment Management | $0 |
DODGE & COX2+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
THE BANK OF NEW YORK MELLON2+ years Filed as: DREYFUS CORPORATION Service code 28 144 GLENN CURTISS BLVD · UNIONDALE, NY 115560144 | Investment Management | $0 |
GOLDMAN SACHS2+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, L.P Service code 28 · EIN 13-4019460 | Investment Management | $0 |
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 | $95,636 | $75,183+27.2% | $123,894-22.8% | $55,167+73.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 7.39% | 19.01%-11.6pp | 47.52%-40.1pp | 169.23%-161.8pp |
| Employer contribution / active EE | $7,058 | $2,823+150.0% | $4,617+52.9% | $1,963+259.6% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $256 | $663-61.4% | $8,357-96.9% | $504-49.3% |