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| Provider | Service type | Compensation |
|---|---|---|
RIDGEWORTH2+ years Filed as: GENEVA ADVISORS LLC Service code 26 · EIN 04-3689735 | Advisory (Participants) | $6,361 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Other investment fees and expenses; S... | $1,126 |
CHARLES SCHWAB & CO., INC.2+ 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.
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 | $454,867 | $87,834+417.9% | $133,975+239.5% | $62,881+623.4% |
| Participation rate | 98.6% | 83.4%+15.2pp | 87.1%+11.5pp | 69.3%+29.3pp |
| Annual return | 9.03% | 12.05%-3.0pp | 29.29%-20.3pp | 20.14%-11.1pp |
| Employer contribution / active EE | $25,676 | $3,482+637.3% | $5,211+392.7% | $2,281+1025.7% |
| Participant deferral / active EE | $15,306 | $4,812+218.1% | $6,282+143.7% | $3,203+377.9% |
| Admin fee / account holder | $55 | $5,372-99.0% | $9,324-99.4% | $4,296-98.7% |