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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $75 |
Filed as: CARILLON FUNDS Service code 52 · EIN 59-2385219 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2 years 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 FUNDS2 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 23-6607979 | 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 | $127,328 | $70,083+81.7% | $59,887+112.6% | $55,725+128.5% |
| Participation rate | 66.8% | 78.4%-11.6pp | 74.7%-7.9pp | 70.9%-4.1pp |
| Annual return | -4.02% | 3.13%-7.2pp | 3.46%-7.5pp | 244.93%-249.0pp |
| Employer contribution / active EE | $5,463 | $2,878+89.8% | $2,722+100.7% | $2,078+162.9% |
| Participant deferral / active EE | $2,975 | $3,079-3.4% | $3,402-12.5% | $3,356-11.3% |
| Admin fee / account holder | $0 | $70-99.8% | $3,591-100.0% | $115-99.9% |