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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Service code 28 · EIN 26-4310632 | Investment Management | $64,866 |
BB&T1 year Filed as: BB&T INSTITUTIONAL INVESTMENT Service code 28 · EIN 57-0956597 | Investment Management | $26,261 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 · EIN 94-1737782 | 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 | $210,236 | $79,519+164.4% | $95,968+119.1% | $73,415+186.4% |
| Participation rate | 87.1% | 81.2%+5.9pp | 77.1%+10.0pp | 72.2%+14.9pp |
| Annual return | 16.54% | 19.20%-2.7pp | 91.65%-75.1pp | 59.30%-42.8pp |
| Employer contribution / active EE | $4,310 | $2,048+110.5% | $2,542+69.6% | $2,234+92.9% |
| Participant deferral / active EE | $14,402 | $4,138+248.0% | $4,167+245.6% | $3,806+278.4% |
| Admin fee / account holder | $84 | $184-54.5% | $6,798-98.8% | $158-46.9% |