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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $5,554 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1819235 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
ARIEL INVESTMENTS, LLC3 years Filed as: ARIEL INVESTMENTS Service code 52 · EIN 20-5784407 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3022712 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
JANUS HENDERSON3 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT3 years 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 | $83,118 | $65,376+27.1% | $87,104-4.6% | $65,185+27.5% |
| Participation rate | 98.9% | 75.3%+23.5pp | 76.9%+22.0pp | 70.2%+28.7pp |
| Annual return | 20.87% | 31.27%-10.4pp | 28.19%-7.3pp | 29.38%-8.5pp |
| Employer contribution / active EE | $1,552 | $1,822-14.8% | $2,521-38.5% | $2,177-28.7% |
| Participant deferral / active EE | $4,620 | $3,388+36.3% | $4,048+14.1% | $3,514+31.5% |
| Admin fee / account holder | $29 | $520-94.3% | $7,491-99.6% | $847-96.5% |