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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN CENTURY1 year Filed as: AMERICAN CENTURY INVESTMENTS Service code 28 PO BOX 419200, 4500 MAIN STREET · KANSAS CITY, MO 64141 | Investment Management | $0 |
AMERICAN FUNDS1 year Service code 28 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Investment Management | $0 |
CALVERT1 year Filed as: CALVERT RESEARCH AND MANAGEMENT Service code 28 1825 CONNECTICUT AVE NW, SUITE 400 · WASHINGTON, DC 20009 | Investment Management | $0 |
DELAWARE INVESTMENTS1 year Filed as: DELAWARE FUNDS BY MACQUARIE Service code 28 PO BOX 9876 · PROVIDENCE, RI 02940 | Investment Management | $0 |
DWS FUNDS1 year 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 SACHS1 year Service code 28 200 WEST STREET · NEW YORK, NY 10282 | Investment Management | $0 |
INVESCO1 year Service code 28 11 GREENWAY PLAZA, STE. 2500 · HOUSTON, TX 77046 | Investment Management | $0 |
Filed as: MFS Service code 28 111 HUNTINGTON AVENUE · BOSTON, MA 02199 | Investment Management | $0 |
NEUBERGER BERMAN1 year 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.
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 | $8,450 | $47,163-82.1% | $149,696-94.4% | $74,460-88.7% |
| Participation rate | 90.1% | 63.4%+26.7pp | 78.8%+11.3pp | 70.7%+19.3pp |
| Annual return | 5.07% | 22.75%-17.7pp | 134.46%-129.4pp | 34.38%-29.3pp |
| Employer contribution / active EE | $617 | $1,907-67.6% | $4,821-87.2% | $2,638-76.6% |
| Participant deferral / active EE | $618 | $2,730-77.4% | $5,682-89.1% | $4,530-86.4% |
| Admin fee / account holder | $2 | $343-99.5% | $13,212-100.0% | $348-99.5% |