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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $4,164 |
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 |
EATON VANCE2 years Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
IVY FUNDS2 years Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Service code 53 · EIN 74-2794194 | Insurance Commissions | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | 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 | $146,803 | $48,576+202.2% | $169,452-13.4% | $56,289+160.8% |
| Participation rate | 71.2% | 65.8%+5.4pp | 77.8%-6.6pp | 69.9%+1.3pp |
| Annual return | -0.71% | -2.51%+1.8pp | 1.83%-2.5pp | -9.96%+9.2pp |
| Employer contribution / active EE | $1,044 | $1,559-33.1% | $4,157-74.9% | $2,111-50.6% |
| Participant deferral / active EE | $5,892 | $3,275+79.9% | $5,277+11.7% | $3,350+75.9% |
| Admin fee / account holder | $38 | $435-91.4% | $9,110-99.6% | $521-92.8% |