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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $64,274 |
Service code 53 · EIN 74-2794194 | Insurance Commissions | $30,283 |
AB FUNDS2 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
CALVERT2 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 13-2573775 | Indirect Investment Fees | $0 |
NORTHERN FUNDS2 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,268 | $62,928-10.6% | $172,753-67.4% | $67,582-16.7% |
| Participation rate | 92.7% | 64.5%+28.2pp | 82.6%+10.0pp | 71.3%+21.4pp |
| Annual return | 6.47% | 30.36%-23.9pp | 803.00%-796.5pp | 378.57%-372.1pp |
| Employer contribution / active EE | $472 | $1,636-71.2% | $5,144-90.8% | $2,148-78.0% |
| Participant deferral / active EE | $2,375 | $2,145+10.8% | $5,198-54.3% | $3,539-32.9% |
| Admin fee / account holder | $182 | $167+9.4% | $13,956-98.7% | $142+28.1% |