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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $17,307 |
USI CONSULTING GROUP1 year Filed as: USI SECURITIES INC Service code 53 · EIN 06-1493970 | Insurance Commissions | $8,768 |
CETERA ADVISOR NETWORKS LLC3+ years Filed as: CETERA ADVISOR NETWORKS INS SVCS LL Service code 53 · EIN 33-0232417 | Insurance Commissions | $5,995 |
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 |
DELAWARE INVESTMENTS1 year Service code 52 · EIN 23-2651520 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
INVESCO1 year Service code 52 · EIN 95-2513084 | Indirect Investment Fees | $0 |
IVY FUNDS1 year Service code 52 · EIN 48-1112076 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-2264646 | 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 | $33,050 | $46,173-28.4% | $170,435-80.6% | $69,631-52.5% |
| Participation rate | 70.1% | 63.9%+6.2pp | 83.6%-13.5pp | 70.7%-0.6pp |
| Annual return | 17.87% | 21.62%-3.8pp | 205.94%-188.1pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $1,358 | $1,610-15.6% | $5,432-75.0% | $2,032-33.2% |
| Participant deferral / active EE | $1,408 | $2,080-32.3% | $4,939-71.5% | $3,224-56.3% |
| Admin fee / account holder | $80 | $116-31.2% | $13,881-99.4% | $110-27.8% |