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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RNC CENTER CAPITAL MANAGEMENT Service code 26 · EIN 95-4670255 | Advisory (Participants) | $9,922 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO, INC Service code 33 · EIN 94-1737782 | Other investment fees and expenses; S... | $8,500 |
GENTER ADVISORS LLC2+ years Service code 26 · EIN 95-4868257 | Advisory (Participants) | $8,275 |
Filed as: 1919 INVESTMENT COUNSEL LLC Service code 26 · EIN 26-0103189 | Advisory (Participants) | $6,712 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO.,INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $366,334 | $75,183+387.3% | $123,894+195.7% | $55,167+564.0% |
| Participation rate | 87.4% | 72.8%+14.6pp | 81.4%+6.0pp | 69.0%+18.4pp |
| Annual return | 7.68% | 19.01%-11.3pp | 47.52%-39.8pp | 169.23%-161.5pp |
| Employer contribution / active EE | $14,299 | $2,823+406.4% | $4,617+209.7% | $1,963+628.6% |
| Participant deferral / active EE | $12,236 | $5,084+140.7% | $5,984+104.5% | $3,054+300.6% |
| Admin fee / account holder | $118 | $663-82.2% | $8,357-98.6% | $504-76.6% |