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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MIDWEST PENSION & PROFIT SHG SVCS Service code 13 | Contract Administrator | $6,404 |
Service code 49 · EIN 04-1590850 | Other Services | $2,050 |
ALGER3 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
BARON3 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
COLUMBIA3 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 SACHS2 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | 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 | $59,866 | $89,367-33.0% | $141,191-57.6% | $72,975-18.0% |
| Participation rate | 78.1% | 75.1%+3.0pp | 82.5%-4.3pp | 69.5%+8.6pp |
| Annual return | 27.27% | 111.87%-84.6pp | 71.41%-44.1pp | 81.01%-53.7pp |
| Employer contribution / active EE | $2,183 | $3,115-29.9% | $4,736-53.9% | $2,440-10.6% |
| Participant deferral / active EE | $6,660 | $5,419+22.9% | $6,710-0.7% | $3,608+84.6% |
| Admin fee / account holder | $16 | $5,957-99.7% | $10,264-99.8% | $5,124-99.7% |