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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK3+ years Service code 26 · EIN 04-2675571 | Advisory (Participants) | $13,696 |
Service code 49 · EIN 04-1590850 | Other Services | $2,660 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
CALVERT2 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
HARRIS2 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 04-3279774 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | 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 | $49,140 | $44,873+9.5% | $79,467-38.2% | $56,289-12.7% |
| Participation rate | 84.9% | 68.7%+16.2pp | 73.3%+11.6pp | 69.9%+15.1pp |
| Annual return | -1.98% | 0.81%-2.8pp | 718.30%-720.3pp | -9.96%+8.0pp |
| Employer contribution / active EE | $1,929 | $2,140-9.8% | $2,800-31.1% | $2,111-8.6% |
| Participant deferral / active EE | $2,260 | $2,746-17.7% | $3,704-39.0% | $3,350-32.5% |
| Admin fee / account holder | $14 | $418-96.6% | $5,104-99.7% | $521-97.3% |