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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $39,819 |
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 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 13-3155639 | Indirect Investment Fees | $0 |
JANUS HENDERSON3 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
LEGG MASON3 years Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1827505 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment 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 | $43,560 | $54,237-19.7% | $90,300-51.8% | $67,579-35.5% |
| Participation rate | 52.1% | 68.6%-16.6pp | 73.3%-21.2pp | 71.3%-19.2pp |
| Annual return | 19.02% | 37.27%-18.3pp | 78.11%-59.1pp | 378.56%-359.5pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,854-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,510 | $2,625-42.5% | $3,884-61.1% | $3,539-57.3% |
| Admin fee / account holder | $202 | $123+63.8% | $5,353-96.2% | $142+42.1% |