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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $99,670 |
Service code 53 · EIN 74-2794194 | Insurance Commissions | $32,590 |
AB FUNDS3 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | 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 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS2 years Service code 52 · EIN 22-3468527 | 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 |
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 | $57,231 | $52,293+9.4% | $178,503-67.9% | $73,412-22.0% |
| Participation rate | 97.9% | 65.3%+32.6pp | 81.9%+16.0pp | 72.2%+25.7pp |
| Annual return | 3.35% | 34.75%-31.4pp | 151.12%-147.8pp | 59.30%-56.0pp |
| Employer contribution / active EE | $1,214 | $1,736-30.1% | $5,011-75.8% | $2,234-45.7% |
| Participant deferral / active EE | $2,601 | $2,333+11.5% | $5,202-50.0% | $3,806-31.7% |
| Admin fee / account holder | $271 | $127+112.7% | $13,987-98.1% | $158+71.5% |