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| Provider | Service type | Compensation |
|---|---|---|
BB&T3 years Filed as: BB&T INSTIT INVEST ADVISOR INC Service code 27 · EIN 57-0956597 | Advisory (Plan) | $28,737 |
CHARLES SCHWAB & CO., INC.4+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $7,445 |
CONRAD SIEGEL1 year Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $6,729 |
BLACKROCK4+ years Filed as: BLACKROCK ADVISORS LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND COMPANY Service code 28 · EIN 95-1411037 | Investment Management | $0 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 28 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS2 years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
DODGE & COX4+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY SELECTCO LLC Service code 28 | Investment Management | $0 |
Filed as: FIDELITY SELECTCO, LLC Service code 28 82 DEVONSHIRE STREET · BOSTON, MA 02109 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $140,690 | $73,102+92.5% | $123,553+13.9% | $56,289+149.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | 46.26% | 3.01%+43.3pp | 119.21%-72.9pp | -9.96%+56.2pp |
| Employer contribution / active EE | $6,917 | $2,977+132.4% | $4,628+49.5% | $2,111+227.7% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $302 | $554-45.4% | $9,284-96.7% | $521-42.0% |