Filed July 28, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 33 · EIN 04-1590850 | Participant communication; Investment... | $37,155 |
Service code 53 · EIN 42-1445429 | Insurance Commissions | $9,064 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $399 |
AMERICAN CENTURY1 year Service code 52 · EIN 94-3226139 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 13-4161079 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3379729 | Indirect Investment Fees | $0 |
NORTHERN FUNDS1 year Service code 52 · EIN 56-2496730 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 56-2294396 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $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 | $96,072 | $67,228+42.9% | $117,861-18.5% | $77,958+23.2% |
| Participation rate | 97.9% | 79.4%+18.5pp | 79.7%+18.3pp | 71.6%+26.3pp |
| Annual return | 17.10% | 19.13%-2.0pp | 335.11%-318.0pp | 20.87%-3.8pp |
| Employer contribution / active EE | $2,713 | $2,211+22.7% | $3,786-28.4% | $2,310+17.4% |
| Participant deferral / active EE | $5,330 | $3,653+45.9% | $4,482+18.9% | $3,537+50.7% |
| Admin fee / account holder | $19 | $76-74.8% | $8,021-99.8% | $97-80.4% |