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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $123,223 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $16,000 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
CALVERT1 year Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
COLUMBIA4 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS4 years Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
NORTHERN FUNDS4 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | 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 | $96,134 | $84,948+13.2% | $70,476+36.4% | $73,412+31.0% |
| Participation rate | 97.2% | 79.9%+17.3pp | 75.1%+22.1pp | 72.2%+25.0pp |
| Annual return | 14.30% | 13.39%+0.9pp | 109.12%-94.8pp | 59.30%-45.0pp |
| Employer contribution / active EE | $3,141 | $2,834+10.8% | $2,738+14.7% | $2,234+40.6% |
| Participant deferral / active EE | $8,412 | $3,387+148.4% | $3,710+126.7% | $3,806+121.0% |
| Admin fee / account holder | $268 | $98+172.7% | $3,847-93.0% | $158+69.5% |