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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $40,677 |
LPL FINANCIAL4+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $36,100 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BARON2 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS2 years Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3022712 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 59-2745039 | Indirect Investment Fees | $0 |
IVY FUNDS2 years Service code 52 · EIN 04-6006759 | 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 | $35,128 | $37,196-5.6% | $154,108-77.2% | $55,725-37.0% |
| Participation rate | 86.0% | 64.1%+22.0pp | 83.0%+3.0pp | 70.9%+15.2pp |
| Annual return | -3.67% | 1319.68%-1323.3pp | 735.21%-738.9pp | 244.93%-248.6pp |
| Employer contribution / active EE | $3,835 | $1,614+137.6% | $5,298-27.6% | $2,078+84.6% |
| Participant deferral / active EE | $1,740 | $2,068-15.9% | $5,081-65.7% | $3,356-48.1% |
| Admin fee / account holder | $77 | $102-24.5% | $13,411-99.4% | $115-33.4% |