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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $3,200 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
LEGG MASON1 year Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
PIMCO FUNDS1 year Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
Filed as: STATE STREET INST FUNDS Service code 52 · EIN 06-1495705 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-1827505 | Indirect Investment Fees | $0 |
VICTORY1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,345 | $81,537-22.3% | $149,721-57.7% | $69,631-9.0% |
| Participation rate | 95.9% | 86.1%+9.8pp | 87.1%+8.8pp | 70.7%+25.2pp |
| Annual return | 14.32% | 22.79%-8.5pp | 1501.67%-1487.3pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $3,266 | $3,239+0.8% | $5,444-40.0% | $2,032+60.7% |
| Participant deferral / active EE | $2,406 | $4,994-51.8% | $6,568-63.4% | $3,224-25.4% |
| Admin fee / account holder | $6 | $107-94.8% | $11,282-100.0% | $110-95.0% |