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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $76,043 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL - RP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $46,257 |
AB FUNDS1 year Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BARON4 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
COLUMBIA4 years Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS4 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 |
IVY FUNDS4 years Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,080 | $52,293-6.1% | $178,503-72.5% | $73,412-33.1% |
| Participation rate | 85.8% | 65.3%+20.5pp | 81.9%+3.9pp | 72.2%+13.6pp |
| Annual return | 18.76% | 34.75%-16.0pp | 151.12%-132.4pp | 59.30%-40.5pp |
| Employer contribution / active EE | $3,306 | $1,736+90.4% | $5,011-34.0% | $2,234+48.0% |
| Participant deferral / active EE | $2,031 | $2,333-12.9% | $5,202-61.0% | $3,806-46.6% |
| Admin fee / account holder | $130 | $127+1.7% | $13,987-99.1% | $158-18.0% |