| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC Service code 28 · EIN 53-0181291 | Investment Management | $90,962 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $63,879 |
LMCG INVESTMENTS LLC1+ years Service code 26 · EIN 27-0282607 | Advisory (Participants) | $55,275 |
V M MANNING & CO INC1+ years Service code 26 · EIN 57-0402697 | Advisory (Participants) | $22,883 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $14,957 |
BUCKHEAD CAPITAL MANAGEMENT LLC1+ years Service code 26 · EIN 58-2552872 | Advisory (Participants) | $14,313 |
PENDLETON STREET ADVISORS LLC1+ years Service code 26 · EIN 46-2925385 | Advisory (Participants) | $9,036 |
CALVARY WEALTH LLC1+ years Filed as: PRESTON & CLEVELAND WEALTH MGMNT Service code 26 · EIN 20-1157888 | Advisory (Participants) | $8,039 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $3 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $174,776 | $86,791+101.4% | $115,038+51.9% | $59,188+195.3% |
| Participation rate | 96.1% | 72.8%+23.2pp | 81.4%+14.7pp | 69.4%+26.6pp |
| Annual return | 0.07% | 4.44%-4.4pp | 26.14%-26.1pp | 5.51%-5.4pp |
| Employer contribution / active EE | $8,906 | $2,950+201.9% | $4,608+93.3% | $2,098+324.5% |
| Participant deferral / active EE | $7,397 | $5,298+39.6% | $6,026+22.7% | $3,265+126.6% |
| Admin fee / account holder | $209 | $95+120.3% | $8,175-97.4% | $92+126.8% |