Filed April 15, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-1590850 | Sub-TA Fees | $43,274 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $7,750 |
AB FUNDS2 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
CALVERT2 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 22-2370029 | Indirect Investment Fees | $0 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4597302 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 51-0106626 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $98,136 | $75,388+30.2% | $123,553-20.6% | $55,725+76.1% |
| Participation rate | 67.0% | 75.7%-8.6pp | 82.3%-15.3pp | 70.9%-3.8pp |
| Annual return | -2.27% | 4.48%-6.7pp | 119.21%-121.5pp | 244.93%-247.2pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $7,849 | $5,651+38.9% | $6,426+22.1% | $3,356+133.9% |
| Admin fee / account holder | $82 | $120-31.7% | $9,284-99.1% | $115-29.0% |