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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $30,734 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $6,419 |
ALLSPRING1 year Service code 52 · EIN 84-6615098 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON Service code 52 · EIN 13-3851784 | Indirect Investment Fees | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
INVESCO3 years Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
LEGG MASON5 years Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,636 | $111,491-22.3% | $189,537-54.3% | $86,821-0.2% |
| Participation rate | 90.4% | 87.3%+3.1pp | 87.8%+2.6pp | 72.3%+18.1pp |
| Annual return | 11.49% | 83.50%-72.0pp | 555.34%-543.8pp | 97.94%-86.4pp |
| Employer contribution / active EE | $3,743 | $3,951-5.3% | $6,161-39.2% | $2,406+55.6% |
| Participant deferral / active EE | $3,189 | $6,437-50.5% | $8,220-61.2% | $4,132-22.8% |
| Admin fee / account holder | $12 | $189-93.4% | $12,048-99.9% | $170-92.6% |