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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $21,107 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $16,143 |
Filed as: THE PARAGON ALLIANCE GROUP Service code 16 · EIN 23-3044062 | Consulting | $6,500 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | 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 | $78,154 | $72,273+8.1% | $101,275-22.8% | $79,856-2.1% |
| Participation rate | 80.2% | 68.5%+11.7pp | 75.8%+4.4pp | 69.6%+10.6pp |
| Annual return | 24.89% | 22.30%+2.6pp | 46.48%-21.6pp | 31.71%-6.8pp |
| Employer contribution / active EE | $1,478 | $2,691-45.1% | $3,660-59.6% | $2,471-40.2% |
| Participant deferral / active EE | $3,371 | $3,282+2.7% | $4,371-22.9% | $3,741-9.9% |
| Admin fee / account holder | $234 | $4,401-94.7% | $5,948-96.1% | $5,306-95.6% |