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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $78,346 |
LPL FINANCIAL2 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $46,903 |
AB FUNDS2 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
EATON VANCE2 years Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 04-3400483 | Indirect Investment Fees | $0 |
LORD ABBETT2 years Service code 52 · EIN 13-3731507 | 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 | $44,156 | $65,118-32.2% | $76,766-42.5% | $55,725-20.8% |
| Participation rate | 87.8% | 79.6%+8.2pp | 77.0%+10.8pp | 70.9%+17.0pp |
| Annual return | -1.66% | -1.27%-0.4pp | 2.43%-4.1pp | 244.93%-246.6pp |
| Employer contribution / active EE | $1,011 | $1,941-47.9% | $2,485-59.3% | $2,078-51.3% |
| Participant deferral / active EE | $2,292 | $3,688-37.9% | $3,851-40.5% | $3,356-31.7% |
| Admin fee / account holder | $262 | $116+126.1% | $6,675-96.1% | $115+127.5% |