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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $8,814 |
Filed as: MIDWEST PENSION & PROFIT SHG SVCS Service code 13 | Contract Administrator | $6,438 |
ALGER2 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
BARON2 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 | Other Services | $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 | $47,465 | $77,817-39.0% | $123,553-61.6% | $64,173-26.0% |
| Participation rate | 71.4% | 74.7%-3.3pp | 82.3%-10.9pp | 69.6%+1.9pp |
| Annual return | 1.82% | 12.49%-10.7pp | 119.21%-117.4pp | 7.63%-5.8pp |
| Employer contribution / active EE | $1,987 | $3,014-34.1% | $4,628-57.1% | $2,381-16.5% |
| Participant deferral / active EE | $6,192 | $5,240+18.2% | $6,426-3.6% | $3,470+78.5% |
| Admin fee / account holder | $64 | $5,519-98.8% | $9,284-99.3% | $4,887-98.7% |