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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $86,925 |
INDEPENDENT FINANCIAL PARTNERS4+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $29,653 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-2993075 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 13-3867060 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,605 | $62,928-57.7% | $172,752-84.6% | $67,579-60.6% |
| Participation rate | 89.1% | 64.5%+24.7pp | 82.6%+6.5pp | 71.3%+17.8pp |
| Annual return | 2.86% | 30.36%-27.5pp | 802.97%-800.1pp | 378.56%-375.7pp |
| Employer contribution / active EE | $1,105 | $1,636-32.4% | $5,144-78.5% | $2,148-48.5% |
| Participant deferral / active EE | $2,623 | $2,145+22.3% | $5,198-49.5% | $3,539-25.9% |
| Admin fee / account holder | $199 | $167+19.7% | $13,955-98.6% | $142+40.2% |