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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $915 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
DODGE & COX1 year Service code 52 · EIN 94-3390852 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4625304 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3287965 | Indirect Investment Fees | $0 |
NATIXIS FUNDS1 year Service code 52 · EIN 04-3219179 | Indirect Investment Fees | $0 |
PIMCO FUNDS1 year Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
Filed as: SCHWARTZ INVESTMENT MANAGEMENT Service code 52 · EIN 31-6456713 | 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 | $172,321 | $55,002+213.3% | $59,899+187.7% | $56,289+206.1% |
| Participation rate | 94.5% | 75.9%+18.6pp | 74.7%+19.8pp | 69.9%+24.7pp |
| Annual return | 8.94% | 1.13%+7.8pp | 3.46%+5.5pp | -9.96%+18.9pp |
| Employer contribution / active EE | $4,643 | $2,448+89.7% | $2,723+70.5% | $2,111+119.9% |
| Participant deferral / active EE | $5,097 | $3,121+63.3% | $3,402+49.8% | $3,350+52.2% |
| Admin fee / account holder | $10 | $236-95.8% | $3,592-99.7% | $521-98.1% |