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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,370 |
AMERICAN CENTURY1 year Service code 52 · EIN 94-3226139 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
ARIEL INVESTMENTS, LLC1 year Filed as: ARIEL INVESTMENTS Service code 52 · EIN 02-0712418 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3022712 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 95-2513084 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
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 | $76,714 | $64,909+18.2% | $82,312-6.8% | $62,293+23.2% |
| Participation rate | 97.7% | 74.9%+22.8pp | 76.9%+20.8pp | 69.5%+28.1pp |
| Annual return | 17.10% | 21.18%-4.1pp | 25.88%-8.8pp | 28.90%-11.8pp |
| Employer contribution / active EE | $990 | $1,676-40.9% | $2,428-59.2% | $2,042-51.5% |
| Participant deferral / active EE | $3,776 | $3,103+21.7% | $3,706+1.9% | $3,169+19.1% |
| Admin fee / account holder | $25 | $440-94.4% | $5,608-99.6% | $479-94.8% |