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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $21,820 |
USI CONSULTING GROUP3 years Filed as: USI SECURITIES INC Service code 53 · EIN 06-1493970 | Insurance Commissions | $21,203 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS3 years Service code 52 · EIN 23-2651520 | Indirect Investment Fees | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
GOLDMAN SACHS2 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
IVY FUNDS3 years Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
PIMCO FUNDS1 year Service code 52 · EIN 95-2632339 | 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 | $35,367 | $52,961-33.2% | $172,752-79.5% | $65,185-45.7% |
| Participation rate | 70.3% | 66.2%+4.1pp | 82.6%-12.3pp | 70.2%+0.1pp |
| Annual return | 20.25% | 30.12%-9.9pp | 802.97%-782.7pp | 29.38%-9.1pp |
| Employer contribution / active EE | $1,576 | $2,190-28.0% | $5,144-69.4% | $2,177-27.6% |
| Participant deferral / active EE | $1,631 | $2,471-34.0% | $5,198-68.6% | $3,514-53.6% |
| Admin fee / account holder | $87 | $472-81.5% | $13,955-99.4% | $847-89.7% |