Filed December 1, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 53 · EIN 74-2794194 | Insurance Commissions | $20,477 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $13,703 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-2769620 | Indirect Investment Fees | $0 |
CALVERT1 year Service code 52 · EIN 52-2236318 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-2466841 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 52-1538909 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-5108880 | Indirect Investment Fees | $0 |
IVY FUNDS1 year Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,768 | $50,637-23.4% | $86,590-55.2% | $62,292-37.8% |
| Participation rate | 70.6% | 67.9%+2.7pp | 73.5%-3.0pp | 69.5%+1.1pp |
| Annual return | 16.70% | 20.80%-4.1pp | 964.84%-948.1pp | 28.90%-12.2pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,910 | $2,611+49.7% | $3,609+8.3% | $3,169+23.4% |
| Admin fee / account holder | $70 | $413-83.0% | $4,906-98.6% | $479-85.3% |