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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES LLC Service code 16 · EIN 33-0785439 | Consulting | $54,167 |
CERTARA USA, INC.1 year Service code 10 · EIN 51-0625438 | Accounting | $8,332 |
SCHMERSAHL TRELOAR & CO4+ years Filed as: SCHMERSAHL TRELOAR & CO. Service code 50 · EIN 43-1540459 | Direct Payment | $7,732 |
Service code 49 · EIN 04-1590850 | Other Services | $6,175 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COHEN & STEERS2 years Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
EATON VANCE2 years Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 04-3279774 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 22-2725700 | 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 | $84,462 | $75,388+12.0% | $123,549-31.6% | $55,725+51.6% |
| Participation rate | 92.3% | 75.7%+16.7pp | 82.3%+10.0pp | 70.9%+21.5pp |
| Annual return | -4.43% | 4.48%-8.9pp | 119.20%-123.6pp | 244.93%-249.4pp |
| Employer contribution / active EE | $3,515 | $3,063+14.8% | $4,628-24.0% | $2,078+69.1% |
| Participant deferral / active EE | $8,745 | $5,651+54.8% | $6,426+36.1% | $3,356+160.6% |
| Admin fee / account holder | $31 | $120-74.3% | $9,284-99.7% | $115-73.3% |