Filed May 6, 2017
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.8+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $29 |
AMERICAN CENTURY5 years Filed as: AMERICAN CENTURY INVESTMENT INC Service code 28 · EIN 44-6006315 | Investment Management | $0 |
AMERICAN CENTURY4 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 | 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,785 | $48,267+28.0% | $68,794-10.2% | $68,495-9.8% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -15.68% | -12.70%-3.0pp | -6.37%-9.3pp | -7.84%-7.8pp |
| Employer contribution / active EE | $2,005 | $1,829+9.6% | $2,656-24.5% | $2,596-22.8% |
| Participant deferral / active EE | $4,023 | $2,867+40.3% | $3,941+2.1% | $4,028-0.1% |
| Admin fee / account holder | $17 | $4,362-99.6% | $4,934-99.6% | $5,403-99.7% |