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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $48 |
Filed as: CARILLON FUNDS Service code 52 · EIN 59-2385219 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 04-3279774 | Indirect Investment Fees | $0 |
PIMCO FUNDS1 year Service code 52 · EIN 33-0239892 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 52-0794097 | 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 | $87,430 | $74,552+17.3% | $63,018+38.7% | $69,631+25.6% |
| Participation rate | 60.8% | 78.3%-17.5pp | 74.8%-14.0pp | 70.7%-9.9pp |
| Annual return | 14.23% | 15.77%-1.5pp | 87.62%-73.4pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $3,395 | $2,929+15.9% | $2,761+23.0% | $2,032+67.1% |
| Participant deferral / active EE | $2,245 | $2,974-24.5% | $3,330-32.6% | $3,224-30.4% |
| Admin fee / account holder | $0 | $59-99.9% | $3,601-100.0% | $110-99.9% |