Filed May 6, 2017
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN CENTURY1+ years Filed as: AMERICAN CENTURY INV MGT, INC. Service code 28 · EIN 44-6006315 | Investment Management | $0 |
BOSTON MANAGEMENT AND RESEARCH1+ years Service code 28 · EIN 20-1227352 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
DIMENSIONAL FUND ADVISORS1+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
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 | $27,496 | $46,745-41.2% | $60,547-54.6% | $52,331-47.5% |
| Participation rate | 100.0% | 58.6%+41.4pp | 68.0%+32.0pp | 68.1%+31.9pp |
| Annual return | -0.36% | 0.61%-1.0pp | 335.64%-336.0pp | 4.54%-4.9pp |
| Employer contribution / active EE | $1,294 | $1,259+2.8% | $2,419-46.5% | $1,882-31.2% |
| Participant deferral / active EE | $1,956 | $2,145-8.8% | $3,328-41.2% | $3,022-35.3% |
| Admin fee / account holder | $4 | $537-99.3% | $4,536-99.9% | $592-99.3% |