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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2 years Service code 21 · EIN 04-2647786 | Bank Trustee | $70,798 |
GEORGE JOHNSON & COMPANY1 year Filed as: GEORGE JOHNSON & CO Service code 28 · EIN 27-0475249 | Investment Management | $14,600 |
Filed as: KESTRA FINANCIAL, INC. Service code 28 · EIN 47-1566880 | Investment Management | $4,891 |
FID INV INST OPS CO2 years Filed as: FID INST ASSET MANAGEMENT CO Service code 28 · EIN 20-4659714 | Investment Management | $4,264 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $75,644-100.0% | $106,128-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.9%-11.9pp | 12.3%-12.3pp | 11.0%-11.0pp |
| Annual return | 22.53% | 7.25%+15.3pp | 5.16%+17.4pp | 8.21%+14.3pp |
| Employer contribution / active EE | $18,194 | $13,308+36.7% | $26,479-31.3% | $13,843+31.4% |
| Participant deferral / active EE | $0 | $61-100.0% | $78-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $16,625-100.0% | $1,652-100.0% |