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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE, FENNER AND SM Service code 27 · EIN 13-5674085 | Advisory (Plan) | $63,894 |
Service code 49 · EIN 04-1590850 | Other Services | $1,480 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DODGE & COX2 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
NATIXIS FUNDS2 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 84-1120195 | Indirect Investment Fees | $0 |
PIMCO FUNDS2 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
PIONEER2 years Service code 52 · EIN 13-5657669 | 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 |
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 | $74,069 | $73,102+1.3% | $123,553-40.1% | $56,289+31.6% |
| Participation rate | 91.1% | 74.3%+16.8pp | 82.3%+8.8pp | 69.9%+21.2pp |
| Annual return | -1.67% | 3.01%-4.7pp | 119.21%-120.9pp | -9.96%+8.3pp |
| Employer contribution / active EE | $1,485 | $2,977-50.1% | $4,628-67.9% | $2,111-29.6% |
| Participant deferral / active EE | $5,912 | $5,423+9.0% | $6,426-8.0% | $3,350+76.5% |
| Admin fee / account holder | $4 | $554-99.2% | $9,284-100.0% | $521-99.2% |