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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $61,646 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL CORPORATION Service code 53 · EIN 95-2834236 | Insurance Commissions | $11,922 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $11,199 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1819235 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
EATON VANCE2 years Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | 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 | $15,771 | $44,473-64.5% | $76,518-79.4% | $55,725-71.7% |
| Participation rate | 82.9% | 51.0%+32.0pp | 68.0%+14.9pp | 70.9%+12.1pp |
| Annual return | 1.02% | -2.01%+3.0pp | -0.27%+1.3pp | 244.93%-243.9pp |
| Employer contribution / active EE | $236 | $1,101-78.6% | $2,647-91.1% | $2,078-88.6% |
| Participant deferral / active EE | $4,311 | $1,988+116.9% | $3,836+12.4% | $3,356+28.5% |
| Admin fee / account holder | $140 | $134+4.5% | $4,849-97.1% | $115+21.6% |