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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $17,407 |
CETERA ADVISOR NETWORKS LLC4 years Filed as: CETERA INVESTMENT SERVICES LLC Service code 53 · EIN 41-1483314 | Insurance Commissions | $7,271 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS3 years Service code 52 · EIN 23-2651520 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
VICTORY3 years Service code 52 · EIN 31-6364605 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,029 | $52,961-56.5% | $172,755-86.7% | $65,185-64.7% |
| Participation rate | 56.4% | 66.2%-9.8pp | 82.6%-26.2pp | 70.2%-13.8pp |
| Annual return | 23.54% | 30.12%-6.6pp | 802.94%-779.4pp | 29.38%-5.8pp |
| Employer contribution / active EE | $1,216 | $2,190-44.5% | $5,144-76.4% | $2,177-44.2% |
| Participant deferral / active EE | $1,776 | $2,471-28.1% | $5,198-65.8% | $3,514-49.5% |
| Admin fee / account holder | $163 | $472-65.5% | $13,955-98.8% | $847-80.8% |