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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $2,386 |
AMERICAN CENTURY1 year Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
MAINSTAY1 year Service code 52 · EIN 52-2206685 | Indirect Investment Fees | $0 |
PIMCO FUNDS1 year Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-1827505 | 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 | $70,927 | $65,378+8.5% | $87,103-18.6% | $65,186+8.8% |
| Participation rate | 72.5% | 75.3%-2.9pp | 76.9%-4.4pp | 70.2%+2.3pp |
| Annual return | 22.13% | 31.28%-9.1pp | 28.19%-6.1pp | 29.39%-7.3pp |
| Employer contribution / active EE | $2,876 | $1,823+57.8% | $2,521+14.1% | $2,177+32.1% |
| Participant deferral / active EE | $2,343 | $3,389-30.9% | $4,049-42.1% | $3,514-33.3% |
| Admin fee / account holder | $66 | $520-87.2% | $7,491-99.1% | $847-92.2% |