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| Provider | Service type | Compensation |
|---|---|---|
Service code 53 · EIN 74-2794194 | Insurance Commissions | $30,664 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $6,000 |
AB FUNDS1 year Service code 52 · EIN 13-4064930 | Indirect Investment Fees | $0 |
AMERICAN CENTURY1 year Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
CALVERT1 year Service code 52 · EIN 52-2236318 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 94-3025604 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 95-2513084 | Indirect Investment Fees | $0 |
NORTHERN FUNDS1 year Service code 52 · EIN 56-2496730 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year 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 | $57,103 | $37,196+53.5% | $154,108-62.9% | $55,725+2.5% |
| Participation rate | 96.3% | 64.1%+32.2pp | 83.0%+13.3pp | 70.9%+25.5pp |
| Annual return | 9.76% | 1319.68%-1309.9pp | 735.21%-725.4pp | 244.93%-235.2pp |
| Employer contribution / active EE | $1,589 | $1,614-1.5% | $5,298-70.0% | $2,078-23.5% |
| Participant deferral / active EE | $2,743 | $2,068+32.6% | $5,081-46.0% | $3,356-18.3% |
| Admin fee / account holder | $18 | $102-82.5% | $13,411-99.9% | $115-84.6% |