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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN CENTURY1+ years Filed as: AMERICAN CENTURY INVESTMENT INC Service code 28 · EIN 44-6006315 | Investment Management | $0 |
AMERICAN CENTURY1+ years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 | Investment Management | $0 |
BOSTON TRUST WALDEN COMPANY1+ years Filed as: BOSTON TRUST INVESTMENT , INC. Service code 28 1 BEACON ST · BOSTON, MA 02108 | Investment Management | $0 |
Filed as: BOSTON TRUST INVESTMENT MANAGEMENT Service code 28 | Investment Management | $0 |
CALVERT1+ years Filed as: CALVERT RESEARCH AND MANAGEMENT Service code 28 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 | Securities Custodian | $0 |
EVERENCE TRUST COMPANY1+ years Filed as: EVERENCE CAPITAL , INC Service code 28 1110 NORTH MAIN STREET · GOSHEN, IN 46527 | Investment Management | $0 |
EVERENCE TRUST COMPANY1+ years Filed as: EVERENCE CAPITAL MANAGEMENT INC Service code 28 | Investment Management | $0 |
Filed as: FIDELITY & RESEARCH COMPANY Service code 28 · EIN 06-1194217 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 | Investment Management | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,762 | $79,169-68.7% | $100,415-75.3% | $74,478-66.8% |
| Participation rate | 97.2% | 79.4%+17.8pp | 81.5%+15.7pp | 67.2%+30.0pp |
| Annual return | 0.00% | 20.51%-20.5pp | 49.47%-49.5pp | 1370.56%-1370.6pp |
| Employer contribution / active EE | $1,109 | $3,017-63.2% | $3,943-71.9% | $2,626-57.8% |
| Participant deferral / active EE | $4,884 | $7,751-37.0% | $8,091-39.6% | $4,350+12.3% |
| Admin fee / account holder | $4 | $1,337-99.7% | $7,906-100.0% | $1,946-99.8% |