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| Provider | Service type | Compensation |
|---|---|---|
DIVERSIFIED TRUST COMPANY2+ years Filed as: DIVERSIFIED TRUST COMPANY INC Service code 26 · EIN 62-1554452 | Advisory (Participants) | $42,026 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $6,929 |
WADDELL & ASSOCIATES LLC2+ years Filed as: WADDELL & ASSOCIATES INC Service code 26 · EIN 59-2627811 | Advisory (Participants) | $6,595 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $6,522 |
GOLDMAN SACHS1 year Filed as: SILVERLEAFE CAPITAL PARTNERS Service code 26 · EIN 90-0195317 | Advisory (Participants) | $5,950 |
CHARLES SCHWAB & CO., INC.2+ 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 | $167,199 | $36,916+352.9% | $156,551+6.8% | $57,658+190.0% |
| Participation rate | 89.3% | 63.4%+25.9pp | 84.0%+5.3pp | 70.2%+19.1pp |
| Annual return | 6.97% | 12.38%-5.4pp | 32.23%-25.3pp | 5.13%+1.8pp |
| Employer contribution / active EE | $7,561 | $1,571+381.4% | $5,501+37.4% | $1,974+283.1% |
| Participant deferral / active EE | $4,102 | $1,926+113.0% | $4,871-15.8% | $3,061+34.0% |
| Admin fee / account holder | $133 | $82+61.7% | $13,028-99.0% | $95+41.1% |