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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Filed as: TIAA-CREF Service code 18 · EIN 13-1624203 | Custodial (other than securities); Di... | $59,274 |
Filed as: MERRILL LYNCH PFS INCORPORATED Service code 27 · EIN 13-5674085 | Advisory (Plan) | $45,000 |
INVESCO5 years Filed as: INVESCO ADVISERS, INC. Service code 50 · EIN 58-1707262 | Direct Payment | $330 |
AMERICAN FUNDS9+ years Service code 50 P.O. BOX 6007 · INDIANAPOLIS, IN 462066007 | Direct Payment | $290 |
Filed as: MASSACHUSETTS FINANCIAL SVC. CO. Service code 50 · EIN 04-2747644 | Direct Payment | $75 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,291 | $91,710-41.9% | $67,560-21.1% | $77,762-31.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.9%+27.1pp | 70.6%+29.4pp |
| Annual return | 17.82% | 14.88%+2.9pp | 3533.50%-3515.7pp | 31.27%-13.4pp |
| Employer contribution / active EE | $1,200 | $3,187-62.3% | $2,737-56.1% | $2,728-56.0% |
| Participant deferral / active EE | $2,165 | $3,911-44.6% | $4,004-45.9% | $4,651-53.5% |
| Admin fee / account holder | $111 | $245-54.5% | $3,994-97.2% | $433-74.2% |