Filed February 7, 2020
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| Provider | Service type | Compensation |
|---|---|---|
RIDGEWORTH2+ years Filed as: GENEVA ADVISORS LLC Service code 26 · EIN 04-3689735 | Advisory (Participants) | $176,485 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Other investmen... | $34,567 |
WILLIAM BLAIR1 year Filed as: WILLIAM BLAIR INVESTMENT MGMT Service code 26 · EIN 47-2614791 | Advisory (Participants) | $27,884 |
BAIRD FUNDS1 year Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 28 · EIN 39-6037917 | Investment Management | $8,888 |
Service code 26 · EIN 36-4445980 | Advisory (Participants) | $7,056 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $6,928 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $190,028 | $85,635+121.9% | $123,894+53.4% | $63,975+197.0% |
| Participation rate | 93.8% | 74.9%+18.8pp | 81.4%+12.4pp | 71.1%+22.6pp |
| Annual return | 15.81% | 15.74%+0.1pp | 47.52%-31.7pp | 48.65%-32.8pp |
| Employer contribution / active EE | $3,997 | $3,076+29.9% | $4,617-13.4% | $2,182+83.2% |
| Participant deferral / active EE | $12,408 | $5,667+119.0% | $5,984+107.3% | $3,356+269.7% |
| Admin fee / account holder | $4 | $75-95.3% | $8,357-100.0% | $70-95.0% |