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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-1590850 | Recordkeeping | $102,315 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 22 | Insurance Broker | $12,000 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS1 year Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 22 · EIN 36-4291971 | Insurance Broker | $0 |
INVESCO1 year Service code 52 · EIN 95-2513084 | Indirect Investment Fees | $0 |
NORTHERN FUNDS1 year Service code 52 · EIN 56-2496727 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 13-5657518 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 20-0147814 | 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 | $65,189 | $74,552-12.6% | $63,018+3.4% | $69,631-6.4% |
| Participation rate | 97.0% | 78.3%+18.7pp | 74.8%+22.2pp | 70.7%+26.3pp |
| Annual return | 23.40% | 15.77%+7.6pp | 87.62%-64.2pp | 27571.02%-27547.6pp |
| Employer contribution / active EE | $3,962 | $2,929+35.3% | $2,761+43.5% | $2,032+95.0% |
| Participant deferral / active EE | $8,224 | $2,974+176.5% | $3,330+147.0% | $3,224+155.1% |
| Admin fee / account holder | $189 | $59+217.5% | $3,601-94.8% | $110+70.8% |