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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $344,712 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $229,893 |
FIDUCIENT ADVISORS LLC1 year Service code 27 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Advisory (Plan) | $59,222 |
RSM US LLP7+ years Service code 10 30 SOUTH WACKER DR., SUITE 300 · CHICAGO, IL 60606 | Accounting | $16,000 |
ESLER & VANDERSCHAAFF CO., L.P.A7+ years Filed as: ESLER & VANDERSCHAAFF CO., LPA Service code 29 2912 SPRINGBORO WEST STE 100 · DAYTON, OH 45439 | Legal | $15,290 |
SUMMIT GLOBAL INVESTMENTS LLC7+ years Service code 33 · EIN 27-3616371 | Securities brokerage | $1,828 |
Service code 33 · EIN 25-1879568 | Securities brokerage | $1,558 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage | $586 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 | Securities brokerage | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,432 | $108,617+26.5% | $108,421+26.8% | $93,010+47.8% |
| Participation rate | 94.5% | 83.1%+11.4pp | 80.1%+14.4pp | 73.9%+20.6pp |
| Annual return | 14.02% | 21.63%-7.6pp | 905.61%-891.6pp | 158.70%-144.7pp |
| Employer contribution / active EE | $3,600 | $3,249+10.8% | $3,560+1.1% | $2,705+33.1% |
| Participant deferral / active EE | $5,297 | $7,885-32.8% | $6,564-19.3% | $4,561+16.1% |
| Admin fee / account holder | $106 | $94+12.9% | $7,298-98.6% | $152-30.4% |