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| Provider | Service type | Compensation |
|---|---|---|
Service code 53 · EIN 74-2794194 | Insurance Commissions | $35,404 |
Service code 49 · EIN 04-1590850 | Other Services | $6,419 |
AMERICAN CENTURY1 year Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
CALVERT3 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
COHEN & STEERS1 year Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-2573775 | Indirect Investment Fees | $0 |
GOLDMAN SACHS2 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 93-6305075 | 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 | $45,353 | $62,928-27.9% | $172,753-73.7% | $67,582-32.9% |
| Participation rate | 86.9% | 64.5%+22.5pp | 82.6%+4.3pp | 71.3%+15.6pp |
| Annual return | 58.33% | 30.36%+28.0pp | 803.00%-744.7pp | 378.57%-320.2pp |
| Employer contribution / active EE | $1,282 | $1,636-21.6% | $5,144-75.1% | $2,148-40.3% |
| Participant deferral / active EE | $2,083 | $2,145-2.9% | $5,198-59.9% | $3,539-41.1% |
| Admin fee / account holder | $13 | $167-92.0% | $13,956-99.9% | $142-90.6% |