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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 36-3741228 | Advisory (Plan) | $1,686 |
GAIL CROWLEY1 year Service code 27 · EIN 33-6524306 | Advisory (Plan) | $570 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 52 P.O. BOX 6040 · INDIANAPOLIS, IN 462066040 | Indirect Investment Fees | $550 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $257 |
Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,710 | $75,183-65.8% | $123,894-79.2% | $55,167-53.4% |
| Participation rate | 72.8% | 72.8%0pp | 81.4%-8.6pp | 69.0%+3.8pp |
| Annual return | 7.36% | 19.01%-11.7pp | 47.52%-40.2pp | 169.23%-161.9pp |
| Employer contribution / active EE | $2,388 | $2,823-15.4% | $4,617-48.3% | $1,963+21.7% |
| Participant deferral / active EE | $1,889 | $5,084-62.8% | $5,984-68.4% | $3,054-38.1% |
| Admin fee / account holder | $38 | $663-94.2% | $8,357-99.5% | $504-92.4% |