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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $15,695 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1426645 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS1 year Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
EATON VANCE1 year Service code 52 · EIN 13-2706484 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3138670 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 04-3279774 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3287965 | 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 | $30,034 | $44,989-33.2% | $170,435-82.4% | $77,958-61.5% |
| Participation rate | 70.4% | 64.6%+5.8pp | 83.6%-13.2pp | 71.6%-1.3pp |
| Annual return | 16.46% | 19.61%-3.2pp | 205.94%-189.5pp | 20.87%-4.4pp |
| Employer contribution / active EE | $1,320 | $1,466-10.0% | $5,432-75.7% | $2,310-42.9% |
| Participant deferral / active EE | $1,640 | $2,208-25.7% | $4,939-66.8% | $3,537-53.6% |
| Admin fee / account holder | $14 | $69-79.2% | $13,881-99.9% | $97-85.3% |