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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $21,693 |
USI CONSULTING GROUP2 years Filed as: USI SECURITIES INC Service code 53 · EIN 06-1493970 | Insurance Commissions | $18,262 |
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 |
DELAWARE INVESTMENTS2 years Service code 52 · EIN 23-2651520 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
IVY FUNDS2 years Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | 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 | $29,886 | $47,977-37.7% | $154,108-80.6% | $56,289-46.9% |
| Participation rate | 76.0% | 66.2%+9.8pp | 83.0%-7.1pp | 69.9%+6.1pp |
| Annual return | -6.33% | 3.54%-9.9pp | 735.21%-741.5pp | -9.96%+3.6pp |
| Employer contribution / active EE | $1,558 | $2,169-28.2% | $5,298-70.6% | $2,111-26.2% |
| Participant deferral / active EE | $1,657 | $2,392-30.7% | $5,081-67.4% | $3,350-50.5% |
| Admin fee / account holder | $92 | $438-79.1% | $13,411-99.3% | $521-82.4% |