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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $8,577 |
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 15 · EIN 11-3665754 | Recordkeeping | $691 |
AMERICAN CENTURY4 years Filed as: AMERICAN CENTURY INVESTMENTS Service code 52 PO BOX 419200 · KANSAS CITY, MO 641416200 | Indirect Investment Fees | $0 |
BLACK & PINCKARD LLC1 year Filed as: BLACK ROCK FUNDS Service code 52 | Indirect Investment Fees | $0 |
BLACKROCK1 year Filed as: BLACKROCK FUNDS Service code 52 55 EAST 52ND STREET · NEW YORK, NY 10055 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 52 333 S. HOPE STREET · LOS ANGELES, CA 90071 | Indirect Investment Fees | $0 |
COLUMBIA4 years Filed as: COLUMBIA MANAGEMENT INV. ADV. Service code 52 C/O DST ASSET MANAGER SOLUTIONS, IN · KANSAS CITY, MO 641051407 | Indirect Investment Fees | $0 |
HARBOR5+ years Service code 52 111 S. WACKER DR · CHICAGO, IL 60606 | Indirect Investment Fees | $0 |
THE HARTFORD4 years Filed as: HARTFORD Service code 52 690 ASYLUM AVE · HARTFORD, CT 06115 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 C/O DST SYSTEMS, INC. · KANSAS CITY, MO 641051407 | 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 | $61,577 | $95,776-35.7% | $162,185-62.0% | $77,775-20.8% |
| Participation rate | 94.6% | 88.6%+6.0pp | 87.6%+7.1pp | 73.2%+21.4pp |
| Annual return | 33.24% | 37.03%-3.8pp | 115.61%-82.4pp | 32.58%+0.7pp |
| Employer contribution / active EE | $1,914 | $3,874-50.6% | $5,613-65.9% | $2,504-23.6% |
| Participant deferral / active EE | $5,255 | $6,125-14.2% | $7,297-28.0% | $3,966+32.5% |
| Admin fee / account holder | $2 | $88-97.3% | $10,844-100.0% | $100-97.7% |