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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $16,390 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: CHASE BENEFIT ADVISORS Service code 13 · EIN 54-1370499 | Contract Administrator | $10,293 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,580 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Filed as: AMG FUNDS Service code 52 · EIN 20-4747475 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 22-6437098 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 06-0841973 | Indirect Investment Fees | $0 |
INVESCO1 year Filed as: IVESCO Service code 52 | 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 | $68,793 | $57,828+19.0% | $117,039-41.2% | $70,126-1.9% |
| Participation rate | 94.7% | 67.1%+27.6pp | 77.2%+17.6pp | 69.5%+25.2pp |
| Annual return | 12.24% | 17.55%-5.3pp | 18.95%-6.7pp | 73.15%-60.9pp |
| Employer contribution / active EE | $3,125 | $1,816+72.1% | $3,785-17.4% | $2,343+33.4% |
| Participant deferral / active EE | $2,590 | $2,438+6.3% | $3,929-34.1% | $3,332-22.3% |
| Admin fee / account holder | $25 | $3,548-99.3% | $5,974-99.6% | $4,645-99.5% |