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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN CENTURY2 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 PO BOX 419786 · KANSAS CITY, MO 641416786 | Investment Management | $0 |
CALVERT1 year Filed as: CALVERT INVESTMENT MANAGEMENT, INC. Service code 28 4550 MONTGOMERY AVENUE, SUITE 1000N · BETHESDA, MD 20814 | Investment Management | $0 |
AMERICAN FUNDS3 years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 28 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Investment Management | $0 |
DELAWARE INVESTMENTS3 years Filed as: DELAWARE VIP TRUST Service code 28 ONE COMMERCE SQUARE, 2005 MARKET ST · PHILADELPHIA, PA 19103 | Investment Management | $0 |
Filed as: DEUTSCHE INVESTMENT MANAGEMENT AMER Service code 28 222 SOUTH RIVERSIDE PLAZA · CHICAGO, IL 606065808 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 82 DEVONSHIRE STREET · BOSTON, MA 02109 | Investment Management | $0 |
GOLDMAN SACHS3 years Filed as: GOLDMAN SACHS VARIABLE INSURANCE TR Service code 28 200 WEST STREET · NEW YORK, NY 10282 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT3 years Filed as: MFS VARIABLE INSURANCE TRUST III Service code 28 111 HUNTINGTON AVENUE · BOSTON, MA 02199 | Investment Management | $0 |
NEUBERGER BERMAN3 years Filed as: NEUBERGER BERMAN BD LLC Service code 28 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Investment Management | $0 |
OPPENHEIMER3 years Filed as: OPPENHEIMER FUNDS, INC. Service code 28 PO BOX 5270 · DENVER, CO 802175270 | 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 | $9,126 | $46,332-80.3% | $143,799-93.7% | $64,819-85.9% |
| Participation rate | 96.4% | 64.2%+32.2pp | 80.3%+16.1pp | 71.5%+25.0pp |
| Annual return | -5.69% | -10.05%+4.4pp | -0.04%-5.6pp | 32.84%-38.5pp |
| Employer contribution / active EE | $461 | $1,911-75.9% | $4,952-90.7% | $2,507-81.6% |
| Participant deferral / active EE | $513 | $2,647-80.6% | $5,638-90.9% | $4,311-88.1% |
| Admin fee / account holder | $7 | $154-95.3% | $14,677-100.0% | $188-96.1% |