Filed February 7, 2020
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| Provider | Service type | Compensation |
|---|---|---|
RIDGEWORTH1+ years Filed as: GENEVA ADVISORS LLC Service code 26 · EIN 04-3689735 | Advisory (Participants) | $177,699 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $40,950 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $8,773 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $165,572 | $86,791+90.8% | $115,038+43.9% | $59,188+179.7% |
| Participation rate | 93.1% | 72.8%+20.3pp | 81.4%+11.8pp | 69.4%+23.7pp |
| Annual return | 50.28% | 4.44%+45.8pp | 26.14%+24.1pp | 5.51%+44.8pp |
| Employer contribution / active EE | $207 | $2,950-93.0% | $4,608-95.5% | $2,098-90.1% |
| Participant deferral / active EE | $11,844 | $5,298+123.6% | $6,026+96.5% | $3,265+262.8% |
| Admin fee / account holder | $2 | $95-97.9% | $8,175-100.0% | $92-97.9% |