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| Provider | Service type | Compensation |
|---|---|---|
ALDEN CAPITAL1 year Filed as: J ALDEN ASSOCIATES INC Service code 53 · EIN 23-2825319 | Insurance Commissions | $55,714 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 13 · EIN 23-3044062 | Contract Administrator | $30,522 |
MCG SECURITIES LLC6+ years Service code 53 · EIN 30-0722214 | Insurance Commissions | $28,372 |
Service code 49 · EIN 04-1590850 | Other Services | $498 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON2 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
HARRIS4 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
INVESCO4 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 | $190,680 | $99,957+90.8% | $149,730+27.3% | $73,493+159.5% |
| Participation rate | 98.5% | 75.7%+22.8pp | 82.5%+16.0pp | 70.7%+27.8pp |
| Annual return | 18.24% | 53.87%-35.6pp | 276.70%-258.5pp | 28.51%-10.3pp |
| Employer contribution / active EE | $3,528 | $3,191+10.6% | $4,645-24.0% | $2,270+55.4% |
| Participant deferral / active EE | $8,856 | $6,073+45.8% | $6,843+29.4% | $3,740+136.8% |
| Admin fee / account holder | $2 | $551-99.6% | $9,310-100.0% | $513-99.6% |