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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GROSS MENDELSOHN & ASSOCIATES Service code 10 · EIN 52-0982413 | Accounting | $10,500 |
Service code 49 · EIN 04-1590850 | Other Services | $1,972 |
AMERICAN FUNDS3 years Service code 52 · EIN 52-0792143 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
INVESCO1 year Service code 52 · EIN 84-1073463 | Indirect Investment Fees | $0 |
NORTHERN FUNDS2 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $151,131 | $70,917+113.1% | $98,920+52.8% | $73,497+105.6% |
| Participation rate | 85.8% | 73.8%+12.0pp | 76.0%+9.8pp | 70.7%+15.2pp |
| Annual return | 9.75% | 34.18%-24.4pp | 196.47%-186.7pp | 28.51%-18.8pp |
| Employer contribution / active EE | $10,522 | $2,037+416.5% | $2,689+291.2% | $2,270+363.5% |
| Participant deferral / active EE | $0 | $3,501-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $107 | $535-80.1% | $6,643-98.4% | $513-79.2% |