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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $55,969 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS L Service code 27 · EIN 82-1364595 | Advisory (Plan) | $25,956 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
CALVERT3 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
COMERICA BANK3 years Filed as: COMERICA BANK AND TRUST Service code 52 · EIN 47-6658632 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS3 years Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | 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 | $116,646 | $65,378+78.4% | $87,103+33.9% | $65,186+78.9% |
| Participation rate | 87.0% | 75.3%+11.7pp | 76.9%+10.1pp | 70.2%+16.8pp |
| Annual return | 25.83% | 31.28%-5.4pp | 28.19%-2.4pp | 29.39%-3.6pp |
| Employer contribution / active EE | $5,320 | $1,823+191.9% | $2,521+111.0% | $2,177+144.4% |
| Participant deferral / active EE | $8,461 | $3,389+149.7% | $4,049+109.0% | $3,514+140.8% |
| Admin fee / account holder | $207 | $520-60.1% | $7,491-97.2% | $847-75.5% |