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| Provider | Service type | Compensation |
|---|---|---|
COUNSEL TRUST COMPANY6+ years Service code 25 · EIN 26-0010549 | Directed Trustee | $3,448 |
DIMENSIONAL FUND ADVISORS6+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
DOUBLELINE CAPITAL LP6+ years Service code 28 333 SOUTH GRAND AVENUE, SUITE 1800 · LOS ANGELES, CA 90071 | Investment Management | $0 |
GATEWAY ADVISORY, LLC3 years Filed as: GATEWAY INVESTMENT ADVISERS LLC Service code 28 | Investment Management | $0 |
GATEWAY ADVISORY, LLC3 years Filed as: GATEWAY INVESTMENT ADVISORS, LLC Service code 28 312 WALNUT ST, 35TH FLOOR · CINCINNATI, OH 45202 | Investment Management | $0 |
HARDING LOEVNER LP1 year Service code 28 · EIN 27-0684167 | Investment Management | $0 |
Filed as: JP MORGAN INVESTMENT INC Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Service code 28 | Investment Management | $0 |
MAIRS & POWER, INC.1 year Filed as: MAIRS AND POWER FUNDS TRUST Service code 28 332 MINNESOTA S W1520 · ST. PAUL, MN 551011363 | Investment Management | $0 |
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST INVESTMENTS INC Service code 28 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,018 | $98,750-41.2% | $149,696-61.2% | $79,858-27.3% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.5%+13.7pp | 69.6%+26.5pp |
| Annual return | 24.92% | 27.43%-2.5pp | 276.60%-251.7pp | 31.71%-6.8pp |
| Employer contribution / active EE | $4,738 | $3,216+47.3% | $4,644+2.0% | $2,471+91.7% |
| Participant deferral / active EE | $0 | $5,680-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $29 | $6,053-99.5% | $9,309-99.7% | $5,306-99.5% |