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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $23,622 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 22-3483675 | Indirect Investment Fees | $0 |
CALVERT1 year Service code 52 · EIN 52-1771206 | Indirect Investment Fees | $0 |
DODGE & COX1 year Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 13-2576643 | Indirect Investment Fees | $0 |
INVESCO1 year Filed as: INVSECO Service code 20 | Trustee (individual) | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Service code 64 · EIN 13-5581829 | Recordkeeping Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 93-6305075 | 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 | $60,936 | $44,873+35.8% | $79,467-23.3% | $56,289+8.3% |
| Participation rate | 76.7% | 68.7%+8.0pp | 73.3%+3.4pp | 69.9%+6.8pp |
| Annual return | -5.11% | 0.81%-5.9pp | 718.30%-723.4pp | -9.96%+4.9pp |
| Employer contribution / active EE | $3,549 | $2,140+65.9% | $2,800+26.7% | $2,111+68.1% |
| Participant deferral / active EE | $5,910 | $2,746+115.2% | $3,704+59.6% | $3,350+76.4% |
| Admin fee / account holder | $123 | $418-70.6% | $5,104-97.6% | $521-76.4% |