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| Provider | Service type | Compensation |
|---|---|---|
Service code 53 · EIN 74-2794194 | Insurance Commissions | $30,408 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,290 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
CALVERT1 year Service code 52 · EIN 52-2236318 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 94-3025604 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 95-2513084 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
LEGG MASON1 year Service code 52 · EIN 52-1200960 | Indirect Investment Fees | $0 |
NATIXIS FUNDS1 year Service code 52 · EIN 04-3200027 | 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 | $44,699 | $46,173-3.2% | $170,435-73.8% | $69,631-35.8% |
| Participation rate | 83.1% | 63.9%+19.2pp | 83.6%-0.5pp | 70.7%+12.4pp |
| Annual return | 19.76% | 21.62%-1.9pp | 205.94%-186.2pp | 27571.02%-27551.3pp |
| Employer contribution / active EE | $1,451 | $1,610-9.9% | $5,432-73.3% | $2,032-28.6% |
| Participant deferral / active EE | $2,449 | $2,080+17.7% | $4,939-50.4% | $3,224-24.0% |
| Admin fee / account holder | $16 | $116-85.9% | $13,881-99.9% | $110-85.2% |