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| Provider | Service type | Compensation |
|---|---|---|
DIVERSIFIED TRUST COMPANY1+ years Filed as: DIVERSIFIED TRUST COMPANY INC Service code 26 · EIN 62-1554452 | Advisory (Participants) | $36,194 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $8,709 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $7,962 |
WADDELL & ASSOCIATES LLC1+ years Filed as: WADDELL & ASSOCIATES INC Service code 26 · EIN 59-2627811 | Advisory (Participants) | $5,700 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO.,INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $161,246 | $37,117+334.4% | $147,617+9.2% | $55,191+192.2% |
| Participation rate | 85.2% | 63.6%+21.5pp | 84.6%+0.5pp | 69.2%+16.0pp |
| Annual return | -4.73% | 3.44%-8.2pp | 61.98%-66.7pp | 10.78%-15.5pp |
| Employer contribution / active EE | $7,202 | $1,620+344.5% | $5,564+29.4% | $1,899+279.3% |
| Participant deferral / active EE | $3,964 | $1,985+99.7% | $4,895-19.0% | $3,046+30.1% |
| Admin fee / account holder | $122 | $86+42.7% | $11,612-98.9% | $91+34.5% |