Filed February 7, 2020
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| Provider | Service type | Compensation |
|---|---|---|
AT INVESTMENT ADVISERS INC4 years Service code 26 · EIN 20-0822261 | Advisory (Participants) | $431,378 |
WILLIAM BLAIR5 years Filed as: WILLIAM BLAIR INVESTMENT MGMT Service code 26 · EIN 47-2614791 | Advisory (Participants) | $40,394 |
MID-CONTINENT CAPITAL LLC1 year Service code 26 · EIN 36-4157405 | Advisory (Participants) | $37,621 |
Service code 26 · EIN 20-1255704 | Advisory (Participants) | $35,631 |
FISHER INVESTMENTS2 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $27,435 |
Service code 26 · EIN 38-2340348 | Advisory (Participants) | $23,054 |
TOWER WEALTH ADVISORS INC1 year Service code 26 · EIN 27-2175983 | Advisory (Participants) | $11,572 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $10,068 |
Service code 26 · EIN 20-3327943 | Advisory (Participants) | $7,607 |
ADVISORY PARTNERS LLC1 year Service code 26 · EIN 81-4648663 | Advisory (Participants) | $7,332 |
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 | $306,623 | $127,481+140.5% | $149,696+104.8% | $90,288+239.6% |
| Participation rate | 95.1% | 78.2%+16.8pp | 82.5%+12.6pp | 73.4%+21.7pp |
| Annual return | 19.36% | 57.78%-38.4pp | 276.60%-257.2pp | 53.97%-34.6pp |
| Employer contribution / active EE | $3,910 | $3,448+13.4% | $4,644-15.8% | $2,524+54.9% |
| Participant deferral / active EE | $15,143 | $6,975+117.1% | $6,842+121.3% | $4,232+257.8% |
| Admin fee / account holder | $0 | $152-99.8% | $9,309-100.0% | $114-99.8% |