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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $3,595 |
AMERICAN CENTURY1 year Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
FEDERATED1 year Service code 52 · EIN 22-2712853 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
VICTORY1 year Service code 52 · EIN 31-6364605 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,902 | $42,810+4.9% | $169,452-73.5% | $55,725-19.4% |
| Participation rate | 67.1% | 64.7%+2.3pp | 77.8%-10.7pp | 70.9%-3.8pp |
| Annual return | -4.49% | -3.61%-0.9pp | 1.83%-6.3pp | 244.93%-249.4pp |
| Employer contribution / active EE | $3,104 | $1,402+121.5% | $4,157-25.3% | $2,078+49.4% |
| Participant deferral / active EE | $1,532 | $3,141-51.2% | $5,277-71.0% | $3,356-54.3% |
| Admin fee / account holder | $15 | $106-85.9% | $9,110-99.8% | $115-87.0% |