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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,407 | $46,464-77.6% | $150,298-93.1% | $79,634-86.9% |
| Participation rate | 93.7% | 57.0%+36.7pp | 77.8%+15.9pp | 62.5%+31.2pp |
| Annual return | 8.63% | 27.89%-19.3pp | 62.79%-54.2pp | 36.46%-27.8pp |
| Employer contribution / active EE | $744 | $1,512-50.8% | $4,154-82.1% | $2,529-70.6% |
| Participant deferral / active EE | $662 | $2,157-69.3% | $5,453-87.9% | $3,835-82.7% |
| Admin fee / account holder | $19 | $891-97.9% | $14,116-99.9% | $1,002-98.1% |