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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 | $84,458-56.3% | $102,184-63.9% | $64,340-42.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 82.6%+17.4pp | 55.2%+44.8pp |
| Annual return | 29.60% | 45.73%-16.1pp | 31.58%-2.0pp | 24.14%+5.5pp |
| Employer contribution / active EE | $1,347 | $2,412-44.2% | $3,594-62.5% | $1,862-27.7% |
| Participant deferral / active EE | $5,940 | $6,208-4.3% | $8,309-28.5% | $2,980+99.3% |
| Admin fee / account holder | $14 | $2,926-99.5% | $11,609-99.9% | $3,703-99.6% |