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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $5,988 |
ALLIANZ GLOBAL INVESTORS3 years Service code 52 · EIN 06-1349805 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS1 year Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
Filed as: MORGAN STANLEY INS SERVICES INC Service code 53 · EIN 51-0116113 | Insurance Commissions | $0 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $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 | $175,796 | $67,703+159.7% | $127,803+37.6% | $65,186+169.7% |
| Participation rate | 98.4% | 74.5%+24.0pp | 79.0%+19.4pp | 70.2%+28.2pp |
| Annual return | 19.67% | 24.36%-4.7pp | 26.14%-6.5pp | 29.39%-9.7pp |
| Employer contribution / active EE | $6,174 | $3,724+65.8% | $4,576+34.9% | $2,177+183.6% |
| Participant deferral / active EE | $5,839 | $4,787+22.0% | $6,023-3.1% | $3,514+66.2% |
| Admin fee / account holder | $38 | $618-93.8% | $9,399-99.6% | $847-95.5% |