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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK2+ years Service code 26 · EIN 04-2675571 | Advisory (Participants) | $12,750 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,640 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
CALVERT1 year Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
HARRIS1 year Service code 52 · EIN 04-3276558 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 36-4277151 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 04-3279774 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3379729 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,898 | $50,637-1.5% | $86,582-42.4% | $62,293-19.9% |
| Participation rate | 88.0% | 67.9%+20.1pp | 73.5%+14.5pp | 69.5%+18.5pp |
| Annual return | 10.60% | 20.80%-10.2pp | 965.08%-954.5pp | 28.90%-18.3pp |
| Employer contribution / active EE | $2,040 | $2,075-1.7% | $2,839-28.2% | $2,042-0.1% |
| Participant deferral / active EE | $2,312 | $2,611-11.5% | $3,609-35.9% | $3,169-27.0% |
| Admin fee / account holder | $9 | $413-97.9% | $4,904-99.8% | $479-98.2% |