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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $110,696 |
Service code 53 · EIN 74-2794194 | Insurance Commissions | $37,271 |
AB FUNDS4 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
CALVERT4 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS3 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 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS3 years Service code 52 · EIN 22-3468527 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1827505 | Indirect Investment Fees | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,417 | $56,540+15.7% | $185,851-64.8% | $86,821-24.7% |
| Participation rate | 92.6% | 65.5%+27.0pp | 81.7%+10.8pp | 72.3%+20.3pp |
| Annual return | 27.28% | 118.20%-90.9pp | 122.11%-94.8pp | 97.94%-70.7pp |
| Employer contribution / active EE | $1,221 | $1,844-33.8% | $5,168-76.4% | $2,406-49.3% |
| Participant deferral / active EE | $2,465 | $2,555-3.5% | $5,569-55.7% | $4,132-40.3% |
| Admin fee / account holder | $293 | $150+95.7% | $16,245-98.2% | $170+72.7% |