Filed February 7, 2020
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| Provider | Service type | Compensation |
|---|---|---|
AT INVESTMENT ADVISERS INC7 years Service code 26 · EIN 20-0822261 | Advisory (Participants) | $254,549 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $44,034 |
CERITY PARTNERS1 year Filed as: CERITY PARTNERS LLC Service code 26 · EIN 27-1180831 | Advisory (Participants) | $27,519 |
CONNECTUS WEALTH LLC2 years Service code 26 · EIN 85-2914241 | Advisory (Participants) | $23,377 |
FISHER INVESTMENTS5 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $19,369 |
CAPITAL MGMT SERVICES INC2 years Service code 26 · EIN 43-1410129 | Advisory (Participants) | $18,004 |
Filed as: RAPPAPORT REICHES CAPITAL MANA Service code 26 · EIN 20-3327943 | Advisory (Participants) | $12,069 |
ADVISORY PARTNERS LLC4 years Service code 26 · EIN 81-4648663 | Advisory (Participants) | $11,966 |
WILLIAM BLAIR8 years Filed as: WILLIAM BLAIR INVESTMENT MGMT Service code 26 · EIN 47-2614791 | Advisory (Participants) | $9,709 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $8,524 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $299,135 | $107,415+178.5% | $135,998+120.0% | $80,187+273.0% |
| Participation rate | 95.2% | 78.0%+17.1pp | 81.9%+13.2pp | 72.9%+22.2pp |
| Annual return | 21.92% | 91.99%-70.1pp | 68.37%-46.4pp | 40.40%-18.5pp |
| Employer contribution / active EE | $4,093 | $3,878+5.5% | $4,860-15.8% | $2,980+37.4% |
| Participant deferral / active EE | $16,735 | $8,189+104.4% | $7,761+115.6% | $5,016+233.6% |
| Admin fee / account holder | $8 | $127-93.9% | $10,769-99.9% | $145-94.6% |