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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 | $82,879-55.5% | $96,576-61.8% | $67,986-45.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.4%+18.6pp | 57.2%+42.8pp |
| Annual return | 29.60% | 36.90%-7.3pp | 38.47%-8.9pp | 31.67%-2.1pp |
| Employer contribution / active EE | $1,347 | $2,727-50.6% | $3,553-62.1% | $2,019-33.3% |
| Participant deferral / active EE | $5,940 | $6,976-14.8% | $7,956-25.3% | $3,358+76.9% |
| Admin fee / account holder | $14 | $2,783-99.5% | $11,381-99.9% | $3,203-99.6% |