Filed April 29, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2654524 | Advisory (Plan) | $64,851 |
Filed as: FIDELITY INVESTMENTS INSTITUIONAL O Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $58,911 |
AMERICAN CENTURY1 year Filed as: AMERICAN CENTURY INVESTMENTS Service code 99 · EIN 44-0619208 | Other Fees | $0 |
AMERICAN FUNDS1 year Service code 99 PO BOX 6007 · INDIANAPOLIS, IN 46206 | Other Fees | $0 |
DAVIS1 year Filed as: DAVIS FUNDS Service code 99 PO BOX 8406 · BOSTON, MA 02266 | Other Fees | $0 |
EATON VANCE1 year Service code 99 PO BOX 9793 · PROVIDENCE, RI 02940 | Other Fees | $0 |
FIRST EAGLE1 year Service code 99 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Other Fees | $0 |
Filed as: JPMORGAN Service code 99 PO BOX 8480 · BOSTON, MA 02266 | Other Fees | $0 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES FUNDS Service code 99 PO BOX 219594 · KANSAS CITY, MO 64121 | Other Fees | $0 |
LORD ABBETT1 year Service code 99 · EIN 43-1581814 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,631 | $78,852-43.4% | $76,767-41.9% | $75,289-40.7% |
| Participation rate | 58.8% | 85.0%-26.1pp | 77.0%-18.1pp | 72.4%-13.6pp |
| Annual return | 13.05% | -1.29%+14.3pp | 2.43%+10.6pp | -0.04%+13.1pp |
| Employer contribution / active EE | $0 | $2,794-100.0% | $2,485-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,435 | $4,800-49.3% | $3,852-36.8% | $3,739-34.9% |
| Admin fee / account holder | $158 | $79+100.1% | $6,675-97.6% | $102+54.5% |