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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN CENTURY1+ years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 44-6006315 | Investment Management | $0 |
Filed as: BOSTON TRUST INVESTMENT MANAGEMENT Service code 28 | Investment Management | $0 |
BOSTON TRUST WALDEN COMPANY1+ years Filed as: BOSTON TRUST WALDEN INC. Service code 28 100 SUMMER STREET · BOSTON, MA 43229 | Investment Management | $0 |
CALVERT1+ years Filed as: CALVERT RESEARCH AND MANAGEMENT Service code 28 TWO INTERNATIONAL PLACE · BOSTON, MA 02110 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 | Securities Custodian | $0 |
EVERENCE TRUST COMPANY1+ years Filed as: EVERENCE CAPITAL MANAGEMENT INC Service code 28 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 · EIN 06-1194217 | Investment Management | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,884 | $97,698-62.2% | $126,068-70.7% | $69,733-47.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 84.7%+15.3pp | 62.5%+37.5pp |
| Annual return | 29.60% | 22.88%+6.7pp | 15.01%+14.6pp | 15.22%+14.4pp |
| Employer contribution / active EE | $1,347 | $2,577-47.8% | $3,968-66.1% | $2,250-40.2% |
| Participant deferral / active EE | $5,940 | $6,095-2.5% | $8,214-27.7% | $3,054+94.5% |
| Admin fee / account holder | $14 | $2,980-99.5% | $18,264-99.9% | $3,102-99.6% |