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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 ADVISORS3 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 FUNDS3 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD Service code 52 · EIN 23-2311358 | 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 | $140,170 | $95,542+46.7% | $69,461+101.8% | $67,579+107.4% |
| Participation rate | 70.5% | 79.4%-8.9pp | 74.6%-4.1pp | 71.3%-0.8pp |
| Annual return | 18.89% | 17.67%+1.2pp | 28.97%-10.1pp | 378.56%-359.7pp |
| Employer contribution / active EE | $5,890 | $2,989+97.1% | $2,779+111.9% | $2,148+174.2% |
| Participant deferral / active EE | $3,299 | $3,263+1.1% | $3,536-6.7% | $3,539-6.8% |
| Admin fee / account holder | $0 | $90-99.9% | $3,840-100.0% | $142-99.9% |