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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-1590850 | Recordkeeping | $118,163 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 22 · EIN 36-4291971 | Insurance Broker | $8,000 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS2 years Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
NORTHERN FUNDS2 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 13-5657518 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,820 | $70,083-14.6% | $59,899-0.1% | $55,725+7.3% |
| Participation rate | 98.1% | 78.4%+19.8pp | 74.7%+23.4pp | 70.9%+27.3pp |
| Annual return | -6.29% | 3.13%-9.4pp | 3.46%-9.7pp | 244.93%-251.2pp |
| Employer contribution / active EE | $3,312 | $2,878+15.1% | $2,723+21.7% | $2,078+59.4% |
| Participant deferral / active EE | $7,455 | $3,079+142.2% | $3,402+119.1% | $3,356+122.2% |
| Admin fee / account holder | $215 | $70+205.9% | $3,592-94.0% | $115+86.7% |