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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $7,079 |
Filed as: CARILLON FUNDS Service code 52 · EIN 59-2385219 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS4 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 FUNDS4 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.4 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 | $140,606 | $84,948+65.5% | $70,476+99.5% | $73,412+91.5% |
| Participation rate | 75.1% | 79.9%-4.8pp | 75.1%+0.1pp | 72.2%+3.0pp |
| Annual return | 12.54% | 13.39%-0.8pp | 109.12%-96.6pp | 59.30%-46.8pp |
| Employer contribution / active EE | $5,803 | $2,834+104.8% | $2,738+112.0% | $2,234+159.8% |
| Participant deferral / active EE | $3,601 | $3,387+6.3% | $3,710-2.9% | $3,806-5.4% |
| Admin fee / account holder | $0 | $98-100.0% | $3,847-100.0% | $158-100.0% |