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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $77,101 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS L Service code 27 · EIN 82-1364595 | Advisory (Plan) | $30,156 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
CALVERT4 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
COMERICA BANK4 years Filed as: COMERICA BANK AND TRUST Service code 52 · EIN 47-6658632 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS4 years Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | 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 | $135,126 | $79,519+69.9% | $95,964+40.8% | $73,412+84.1% |
| Participation rate | 88.1% | 81.2%+6.9pp | 77.1%+11.0pp | 72.2%+15.9pp |
| Annual return | 22.47% | 19.20%+3.3pp | 91.64%-69.2pp | 59.30%-36.8pp |
| Employer contribution / active EE | $5,364 | $2,048+161.9% | $2,541+111.1% | $2,234+140.1% |
| Participant deferral / active EE | $8,933 | $4,138+115.9% | $4,167+114.4% | $3,806+134.7% |
| Admin fee / account holder | $257 | $184+39.4% | $6,797-96.2% | $158+62.8% |