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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MIDWEST PENSION & PROFIT SHG SVCS Service code 13 | Contract Administrator | $6,789 |
Service code 13 · EIN 41-1447816 | Contract Administrator | $2,883 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,823 |
ALGER4 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
BARON4 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
COLUMBIA4 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 SACHS3 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 93-6305075 | 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 | $74,894 | $98,776-24.2% | $149,745-50.0% | $79,856-6.2% |
| Participation rate | 76.3% | 75.8%+0.5pp | 82.5%-6.2pp | 69.6%+6.7pp |
| Annual return | 15.45% | 27.38%-11.9pp | 276.72%-261.3pp | 31.71%-16.3pp |
| Employer contribution / active EE | $888 | $3,217-72.4% | $4,646-80.9% | $2,471-64.1% |
| Participant deferral / active EE | $7,763 | $5,681+36.6% | $6,843+13.4% | $3,741+107.5% |
| Admin fee / account holder | $39 | $6,053-99.4% | $9,312-99.6% | $5,306-99.3% |