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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN CENTURY2 years Filed as: AMERICAN CENTURY INVESTMENTS Service code 28 PO BOX 419200, 4500 MAIN STREET · KANSAS CITY, MO 64141 | Investment Management | $0 |
AMERICAN FUNDS2 years Service code 28 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Investment Management | $0 |
CALVERT2 years Filed as: CALVERT RESEARCH AND MANAGEMENT Service code 28 1825 CONNECTICUT AVE NW, SUITE 400 · WASHINGTON, DC 20009 | Investment Management | $0 |
DELAWARE INVESTMENTS2 years Filed as: DELAWARE FUNDS BY MACQUARIE Service code 28 PO BOX 9876 · PROVIDENCE, RI 02940 | Investment Management | $0 |
DWS FUNDS2 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 SACHS2 years Service code 28 200 WEST STREET · NEW YORK, NY 10282 | Investment Management | $0 |
INVESCO2 years Service code 28 11 GREENWAY PLAZA, STE. 2500 · HOUSTON, TX 77046 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT2 years Filed as: MFS Service code 28 111 HUNTINGTON AVENUE · BOSTON, MA 02199 | Investment Management | $0 |
NEUBERGER BERMAN2 years Service code 28 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Investment Management | $0 |
Participant contribution per participant 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 | $10,272 | $50,919-79.8% | $155,556-93.4% | $77,762-86.8% |
| Participation rate | 94.4% | 63.1%+31.3pp | 78.2%+16.1pp | 70.6%+23.8pp |
| Annual return | 12.26% | 34.84%-22.6pp | 64.84%-52.6pp | 31.27%-19.0pp |
| Employer contribution / active EE | $735 | $1,991-63.1% | $4,675-84.3% | $2,728-73.1% |
| Participant deferral / active EE | $668 | $2,824-76.3% | $5,631-88.1% | $4,651-85.6% |
| Admin fee / account holder | $8 | $437-98.2% | $15,885-99.9% | $433-98.1% |