Filed November 11, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $42,859 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 39-1897480 | Advisory (Plan) | $20,000 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
Filed as: BNY MELLON Service code 52 · EIN 84-0512589 | Indirect Investment Fees | $0 |
COHEN & STEERS3 years Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
FEDERATED1 year Service code 52 · EIN 25-1111467 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 13-3867060 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
LEGG MASON3 years Service code 52 · EIN 95-2705767 | 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 | $64,977 | $62,928+3.3% | $172,755-62.4% | $67,579-3.9% |
| Participation rate | 80.7% | 64.5%+16.2pp | 82.6%-2.0pp | 71.3%+9.4pp |
| Annual return | 19.31% | 30.36%-11.1pp | 802.94%-783.6pp | 378.56%-359.3pp |
| Employer contribution / active EE | $1,486 | $1,636-9.2% | $5,144-71.1% | $2,148-30.8% |
| Participant deferral / active EE | $2,677 | $2,145+24.8% | $5,198-48.5% | $3,539-24.4% |
| Admin fee / account holder | $177 | $167+6.3% | $13,955-98.7% | $142+24.5% |