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| Provider | Service type | Compensation |
|---|---|---|
THE SIMKISS AGENCY INC4+ years Service code 53 · EIN 23-1652791 | Insurance Commissions | $67,039 |
Service code 49 · EIN 04-1590850 | Other Services | $8,462 |
ALGER2 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
ALLIANZ GLOBAL INVESTORS2 years Service code 52 · EIN 06-1349805 | Indirect Investment Fees | $0 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | 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 | $96,910 | $61,214+58.3% | $83,322+16.3% | $56,287+72.2% |
| Participation rate | 97.2% | 72.6%+24.6pp | 77.8%+19.4pp | 69.9%+27.3pp |
| Annual return | -1.97% | 0.42%-2.4pp | 10.64%-12.6pp | -9.96%+8.0pp |
| Employer contribution / active EE | $1,654 | $1,925-14.1% | $3,379-51.0% | $2,111-21.6% |
| Participant deferral / active EE | $6,117 | $5,091+20.1% | $5,565+9.9% | $3,350+82.6% |
| Admin fee / account holder | $28 | $512-94.4% | $7,540-99.6% | $521-94.5% |