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| Provider | Service type | Compensation |
|---|---|---|
RIDGEWORTH1+ years Filed as: GENEVA ADVISORS LLC Service code 26 · EIN 04-3689735 | Advisory (Participants) | $5,773 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $1,306 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $4 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $403,871 | $82,032+392.3% | $123,104+228.1% | $59,632+577.3% |
| Participation rate | 95.9% | 83.2%+12.7pp | 86.8%+9.1pp | 68.7%+27.2pp |
| Annual return | -0.91% | 5.12%-6.0pp | 13.22%-14.1pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $24,776 | $3,297+651.5% | $5,151+381.0% | $2,203+1024.9% |
| Participant deferral / active EE | $14,693 | $4,667+214.9% | $6,230+135.9% | $3,192+360.4% |
| Admin fee / account holder | $48 | $5,881-99.2% | $9,015-99.5% | $4,297-98.9% |