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| Provider | Service type | Compensation |
|---|---|---|
Service code 53 · EIN 74-2794194 | Insurance Commissions | $31,607 |
Service code 49 · EIN 04-1590850 | Other Services | $6,575 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
CALVERT2 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 13-2573775 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
LEGG MASON2 years Service code 52 · EIN 13-4146187 | 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 | $38,957 | $37,196+4.7% | $154,108-74.7% | $55,725-30.1% |
| Participation rate | 83.1% | 64.1%+19.0pp | 83.0%0pp | 70.9%+12.2pp |
| Annual return | -3.15% | 1319.68%-1322.8pp | 735.21%-738.4pp | 244.93%-248.1pp |
| Employer contribution / active EE | $1,505 | $1,614-6.7% | $5,298-71.6% | $2,078-27.6% |
| Participant deferral / active EE | $2,423 | $2,068+17.1% | $5,081-52.3% | $3,356-27.8% |
| Admin fee / account holder | $19 | $102-81.2% | $13,411-99.9% | $115-83.4% |