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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $101,421 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS L Service code 27 · EIN 82-1364595 | Advisory (Plan) | $38,597 |
AMERICAN CENTURY5 years Service code 52 · EIN 30-6406015 | Indirect Investment Fees | $0 |
CALVERT5 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
COMERICA BANK5 years Filed as: COMERICA BANK AND TRUST Service code 52 · EIN 47-6658632 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS5 years Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $0 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $140,783 | $185,342-24.0% | $111,306+26.5% | $86,821+62.2% |
| Participation rate | 91.3% | 81.0%+10.3pp | 77.3%+13.9pp | 72.3%+19.0pp |
| Annual return | 13.55% | 500.80%-487.3pp | 54.67%-41.1pp | 97.94%-84.4pp |
| Employer contribution / active EE | $5,948 | $2,246+164.8% | $2,732+117.7% | $2,406+147.2% |
| Participant deferral / active EE | $9,618 | $4,458+115.7% | $4,488+114.3% | $4,132+132.8% |
| Admin fee / account holder | $322 | $255+26.0% | $7,966-96.0% | $170+89.9% |