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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $52,710 |
Service code 53 · EIN 13-4023176 | Insurance Commissions | $52,677 |
AB FUNDS1 year Service code 52 · EIN 13-4064930 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
OPPENHEIMER1 year Service code 52 · EIN 22-3849391 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
Participant contribution per participant 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 | $47,602 | $70,083-32.1% | $59,899-20.5% | $55,725-14.6% |
| Participation rate | 87.8% | 78.4%+9.4pp | 74.7%+13.1pp | 70.9%+16.9pp |
| Annual return | 5.29% | 3.13%+2.2pp | 3.46%+1.8pp | 244.93%-239.6pp |
| Employer contribution / active EE | $4,373 | $2,878+51.9% | $2,723+60.6% | $2,078+110.4% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $3,402-100.0% | $3,356-100.0% |
| Admin fee / account holder | $256 | $70+263.9% | $3,592-92.9% | $115+122.1% |