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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $50,183 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS L Service code 27 · EIN 82-1364595 | Advisory (Plan) | $11,970 |
Filed as: CAMBRIDGE INVESTMENT GROUP, INC. Service code 27 · EIN 39-1897480 | Advisory (Plan) | $11,887 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
CALVERT2 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
COMERICA BANK2 years Filed as: COMERICA BANK AND TRUST Service code 52 · EIN 47-6658632 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS2 years Service code 52 · EIN 23-2450217 | 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 | $92,463 | $59,191+56.2% | $76,767+20.4% | $56,289+64.3% |
| Participation rate | 91.2% | 75.2%+16.0pp | 77.0%+14.3pp | 69.9%+21.4pp |
| Annual return | -5.87% | 6.62%-12.5pp | 2.43%-8.3pp | -9.96%+4.1pp |
| Employer contribution / active EE | $5,444 | $1,759+209.5% | $2,485+119.0% | $2,111+157.8% |
| Participant deferral / active EE | $8,561 | $3,255+163.0% | $3,852+122.3% | $3,350+155.6% |
| Admin fee / account holder | $199 | $489-59.3% | $6,675-97.0% | $521-61.8% |