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| Provider | Service type | Compensation |
|---|---|---|
DIVERSIFIED TRUST COMPANY3+ years Filed as: DIVERSIFIED TRUST COMPANY INC Service code 26 · EIN 62-1554452 | Advisory (Participants) | $44,028 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $7,632 |
GOLDMAN SACHS2 years Filed as: SILVERLEAFE CAPITAL PARTNERS Service code 26 · EIN 90-0195317 | Advisory (Participants) | $6,985 |
Service code 26 · EIN 62-1697867 | Advisory (Participants) | $6,576 |
DUNCKER STREETT & CO INC1 year Service code 26 · EIN 36-4402453 | Advisory (Participants) | $6,531 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $3,520 |
CHARLES SCHWAB & CO., INC.3+ 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 | $188,160 | $46,173+307.5% | $170,435+10.4% | $69,631+170.2% |
| Participation rate | 84.7% | 63.9%+20.8pp | 83.6%+1.1pp | 70.7%+14.0pp |
| Annual return | 14.74% | 21.62%-6.9pp | 205.94%-191.2pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $7,255 | $1,610+350.7% | $5,432+33.5% | $2,032+257.0% |
| Participant deferral / active EE | $3,983 | $2,080+91.5% | $4,939-19.4% | $3,224+23.6% |
| Admin fee / account holder | $144 | $116+23.8% | $13,881-99.0% | $110+29.9% |