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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $4,963 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-1819235 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
ARIEL INVESTMENTS, LLC4 years Filed as: ARIEL INVESTMENTS Service code 52 · EIN 20-5784407 | Indirect Investment Fees | $0 |
COLUMBIA4 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 TEMPLETON4 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
JANUS HENDERSON4 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT4 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,671 | $73,638+31.3% | $95,964+0.7% | $73,497+31.5% |
| Participation rate | 98.9% | 76.2%+22.7pp | 77.1%+21.8pp | 70.7%+28.2pp |
| Annual return | 18.12% | 16.78%+1.3pp | 91.64%-73.5pp | 28.51%-10.4pp |
| Employer contribution / active EE | $1,473 | $1,863-21.0% | $2,541-42.0% | $2,270-35.1% |
| Participant deferral / active EE | $4,442 | $3,617+22.8% | $4,167+6.6% | $3,740+18.8% |
| Admin fee / account holder | $26 | $482-94.6% | $6,797-99.6% | $513-94.9% |