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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN CENTURY3 years Filed as: AMERICAN CENTURY INVESTMENTS Service code 28 PO BOX 419200, 4500 MAIN STREET · KANSAS CITY, MO 64141 | Investment Management | $0 |
AMERICAN FUNDS3 years Service code 28 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Investment Management | $0 |
CALVERT3 years Filed as: CALVERT RESEARCH AND MANAGEMENT Service code 28 1825 CONNECTICUT AVE NW, SUITE 400 · WASHINGTON, DC 20009 | Investment Management | $0 |
DELAWARE INVESTMENTS3 years Filed as: DELAWARE FUNDS BY MACQUARIE Service code 28 PO BOX 9876 · PROVIDENCE, RI 02940 | Investment Management | $0 |
DWS FUNDS3 years Filed as: DWS Service code 28 210 WEST 10TH STREET · KANSAS CITY, MO 64105 | Investment Management | $0 |
Filed as: FIDELITY INVESTMENTS Service code 28 82 DEVONSHIRE STREET · BOSTON, MA 02109 | Investment Management | $0 |
GOLDMAN SACHS3 years Service code 28 200 WEST STREET · NEW YORK, NY 10282 | Investment Management | $0 |
INVESCO3 years Service code 28 11 GREENWAY PLAZA, STE. 2500 · HOUSTON, TX 77046 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT3 years Filed as: MFS Service code 28 111 HUNTINGTON AVENUE · BOSTON, MA 02199 | Investment Management | $0 |
NEUBERGER BERMAN3 years Service code 28 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,407 | $50,982-79.6% | $154,803-93.3% | $85,563-87.8% |
| Participation rate | 93.7% | 59.8%+33.9pp | 78.1%+15.6pp | 66.0%+27.7pp |
| Annual return | 8.63% | 30.35%-21.7pp | 58.88%-50.2pp | 31.51%-22.9pp |
| Employer contribution / active EE | $744 | $1,708-56.4% | $4,305-82.7% | $2,654-72.0% |
| Participant deferral / active EE | $662 | $2,474-73.3% | $5,540-88.1% | $4,375-84.9% |
| Admin fee / account holder | $19 | $846-97.8% | $14,329-99.9% | $834-97.7% |