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| Provider | Service type | Compensation |
|---|---|---|
MORTON CAPITAL MANAGEMENT4 years Filed as: MORTON CAPITAL MANAGEMENT LLC Service code 26 · EIN 30-0798181 | Advisory (Participants) | $79,743 |
T ROWE PRICE RPS INC4 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $40,392 |
Filed as: ENVESTNET ASSET MANAGEMENT INC Service code 26 · EIN 36-4319587 | Advisory (Participants) | $10,913 |
Service code 26 · EIN 85-4345180 | Advisory (Participants) | $10,603 |
AMERICAN FUNDS4 years Filed as: PARK CAPITAL GROUP INC Service code 26 · EIN 46-1311416 | Advisory (Participants) | $9,594 |
MERCER4 years Filed as: MERCER GLOBAL ADVISORS INC Service code 26 · EIN 74-3257877 | Advisory (Participants) | $5,134 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $2,426 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,137 | $50,169+73.7% | $149,740-41.8% | $80,187+8.7% |
| Participation rate | 76.2% | 64.3%+11.9pp | 78.8%-2.6pp | 72.9%+3.3pp |
| Annual return | 16.56% | 29.82%-13.3pp | 134.51%-117.9pp | 40.40%-23.8pp |
| Employer contribution / active EE | $10,473 | $1,869+460.2% | $4,821+117.2% | $2,980+251.5% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,683-100.0% | $5,016-100.0% |
| Admin fee / account holder | $23 | $153-84.9% | $13,222-99.8% | $145-84.1% |