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| Provider | Service type | Compensation |
|---|---|---|
BB&T5 years Filed as: BB&T INSTIT INVEST ADVISOR INC Service code 27 · EIN 57-0956597 | Advisory (Plan) | $22,177 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 23-2932984 | Accounting | $13,800 |
CHARLES SCHWAB & CO., INC.6+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $10,625 |
CONRAD SIEGEL3 years Service code 15 · EIN 23-1669823 | Recordkeeping | $7,426 |
BLACKROCK6+ years Filed as: BLACKROCK ADVISORS LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
AMERICAN FUNDS3 years Filed as: CAPITAL RESEARCH AND COMPANY Service code 28 · EIN 95-1411037 | Investment Management | $0 |
AMERICAN FUNDS6+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 28 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS4 years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
DODGE & COX6+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
FEDERATED2 years Filed as: FEDERATED HERMES Service code 28 · EIN 25-1111467 | Investment Management | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,518 | $99,957+70.6% | $149,745+13.9% | $73,497+132.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 14.26% | 53.87%-39.6pp | 276.72%-262.5pp | 28.51%-14.3pp |
| Employer contribution / active EE | $7,256 | $3,191+127.4% | $4,646+56.2% | $2,270+219.6% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $299 | $551-45.6% | $9,312-96.8% | $513-41.6% |