Filed May 6, 2017
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $29 |
AMERICAN CENTURY2 years Filed as: AMERICAN CENTURY INVESTMENT INC Service code 28 · EIN 44-6006315 | Investment Management | $0 |
AMERICAN CENTURY1 year Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS5+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $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 |
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 | $40,145 | $47,922-16.2% | $75,894-47.1% | $65,185-38.4% |
| Participation rate | 100.0% | 63.0%+37.0pp | 69.3%+30.7pp | 70.2%+29.8pp |
| Annual return | 20.81% | 24.12%-3.3pp | 30.76%-9.9pp | 29.38%-8.6pp |
| Employer contribution / active EE | $1,625 | $1,557+4.3% | $2,501-35.0% | $2,177-25.4% |
| Participant deferral / active EE | $2,707 | $2,550+6.2% | $3,603-24.9% | $3,514-23.0% |
| Admin fee / account holder | $8 | $532-98.6% | $5,420-99.9% | $847-99.1% |