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| Provider | Service type | Compensation |
|---|---|---|
Service code 38 · EIN 04-1590850 | Participant Communication | $90,300 |
INDEPENDENT FINANCIAL PARTNERS3+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $27,000 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-2993075 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 13-3867060 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 52-0794097 | 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 | $27,893 | $37,196-25.0% | $154,108-81.9% | $55,725-49.9% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | 6.37% | 1319.68%-1313.3pp | 735.21%-728.8pp | 244.93%-238.6pp |
| Employer contribution / active EE | $1,299 | $1,614-19.5% | $5,298-75.5% | $2,078-37.5% |
| Participant deferral / active EE | $3,135 | $2,068+51.6% | $5,081-38.3% | $3,356-6.6% |
| Admin fee / account holder | $168 | $102+65.6% | $13,411-98.7% | $115+46.0% |