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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $18,898 |
MARINER LLC1 year Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 · EIN 61-1740806 | Advisory (Plan) | $5,299 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
DWS FUNDS1 year Filed as: DEUTSCHE FUNDS Service code 52 · EIN 13-3241232 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-5108880 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
LEGG MASON1 year Service code 52 · EIN 52-1200960 | 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 | $51,684 | $50,637+2.1% | $86,582-40.3% | $62,293-17.0% |
| Participation rate | 93.8% | 67.9%+25.9pp | 73.5%+20.2pp | 69.5%+24.2pp |
| Annual return | 13.65% | 20.80%-7.1pp | 965.08%-951.4pp | 28.90%-15.2pp |
| Employer contribution / active EE | $2,939 | $2,075+41.6% | $2,839+3.5% | $2,042+43.9% |
| Participant deferral / active EE | $0 | $2,611-100.0% | $3,609-100.0% | $3,169-100.0% |
| Admin fee / account holder | $255 | $413-38.4% | $4,904-94.8% | $479-46.9% |