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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $123,716 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $17,000 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS3 years Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
NORTHERN FUNDS3 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $81,200 | $95,542-15.0% | $69,464+16.9% | $67,579+20.2% |
| Participation rate | 98.7% | 79.4%+19.3pp | 74.6%+24.1pp | 71.3%+27.4pp |
| Annual return | 25.40% | 17.67%+7.7pp | 28.98%-3.6pp | 378.56%-353.2pp |
| Employer contribution / active EE | $3,829 | $2,989+28.1% | $2,779+37.8% | $2,148+78.3% |
| Participant deferral / active EE | $8,447 | $3,263+158.9% | $3,536+138.9% | $3,539+138.7% |
| Admin fee / account holder | $270 | $90+201.1% | $3,840-93.0% | $142+90.1% |