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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 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 | Securities Custodian | $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 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $2,829 | $61,172-95.4% | $185,851-98.5% | $79,389-96.4% |
| Participation rate | 87.4% | 66.6%+20.8pp | 81.7%+5.7pp | 70.7%+16.7pp |
| Annual return | 0.00% | 19.45%-19.4pp | 122.11%-122.1pp | 116.89%-116.9pp |
| Employer contribution / active EE | $1,080 | $2,321-53.5% | $5,168-79.1% | $2,428-55.5% |
| Participant deferral / active EE | $793 | $2,788-71.6% | $5,569-85.8% | $4,046-80.4% |
| Admin fee / account holder | $0 | $710-100.0% | $16,245-100.0% | $626-100.0% |