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| Provider | Service type | Compensation |
|---|---|---|
RIDGEWORTH1+ years Filed as: GENEVA ADVISORS LLC Service code 26 · EIN 04-3689735 | Advisory (Participants) | $23,825 |
MUELLER & CO, LLP1+ years Filed as: MUELLER AND CO LLP Service code 10 · EIN 36-2658780 | Accounting | $18,115 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $14,808 |
MONETA GROUP LLC1+ years Filed as: MONETA GROUP INVESTMENT ADV Service code 26 · EIN 20-1903821 | Advisory (Participants) | $11,536 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $6,934 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $354,971 | $70,002+407.1% | $115,038+208.6% | $52,331+578.3% |
| Participation rate | 92.1% | 72.1%+20.0pp | 81.4%+10.8pp | 68.1%+24.0pp |
| Annual return | -0.95% | 4.04%-5.0pp | 26.14%-27.1pp | 4.54%-5.5pp |
| Employer contribution / active EE | $13,293 | $2,715+389.6% | $4,608+188.5% | $1,882+606.4% |
| Participant deferral / active EE | $10,701 | $4,920+117.5% | $6,026+77.6% | $3,022+254.1% |
| Admin fee / account holder | $281 | $566-50.3% | $8,175-96.6% | $592-52.4% |