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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 13 · EIN 23-3044062 | Contract Administrator | $10,821 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,629 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 | 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 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,508 | $66,310+66.7% | $93,606+18.1% | $65,185+69.5% |
| Participation rate | 81.3% | 74.0%+7.3pp | 75.8%+5.5pp | 70.2%+11.1pp |
| Annual return | 7.96% | 42.58%-34.6pp | 32.76%-24.8pp | 29.38%-21.4pp |
| Employer contribution / active EE | $2,977 | $2,012+48.0% | $2,718+9.5% | $2,177+36.8% |
| Participant deferral / active EE | $5,212 | $3,342+56.0% | $4,069+28.1% | $3,514+48.3% |
| Admin fee / account holder | $31 | $6,897-99.6% | $7,888-99.6% | $847-96.4% |