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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $14,250 |
AMERICAN CENTURY6+ years Service code 28 P.O. BOX 419200 · KANSAS CITY, MO 64141 | Investment Management | $0 |
Service code 28 60 STATE STREET · BOSTON, MA 02109 | Investment Management | $0 |
THE BANK OF NEW YORK MELLON5 years Filed as: DREYFUS NATURAL RESOURCES Service code 28 P.O. BOX 64787 · ST. PAUL, MN 55164 | Investment Management | $0 |
Filed as: FIDELITY INVESTMENTS INST Service code 28 P.O. BOX 770002 · CINCINNATI, OH 45277 | Investment Management | $0 |
FRANKLIN TEMPLETON6+ years Service code 28 P.O. BOX 33030 · ST PETERSBURG, FL 33733 | Investment Management | $0 |
Service code 10 · EIN 95-4345526 | Accounting | $0 |
MFS INVESTMENT MANAGEMENT5 years Filed as: MFS DISTRIBUTORS INC. Service code 28 P.O. BOX 55824 · BOSTON, MA 02205 | Investment Management | $0 |
OPPENHEIMER6+ years Filed as: OPPENHEIMER FUNDS Service code 28 TWO WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment Management | $0 |
PIMCO FUNDS6+ years Filed as: PIMCO FUNDS DIST. INST Service code 28 P. O. BOX 55060 · BOSTON, MA 02205 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $162,821-100.0% | $133,978-100.0% | $158,982-100.0% |
| Participation rate | 0.0% | 83.2%-83.2pp | 79.8%-79.8pp | 82.0%-82.0pp |
| Annual return | -95.75% | 41.95%-137.7pp | 45.10%-140.8pp | 302.99%-398.7pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |