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| Provider | Service type | Compensation |
|---|---|---|
INVESCO3+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $69,333 |
AON CONSULTING3+ years Filed as: AON HEWITT INVESTMENT Service code 16 · EIN 36-3109431 | Consulting | $38,272 |
Filed as: FIDELITY INVESTMENTS INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $19,177 |
Service code 60 | Sub-TA Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,769 | $102,255-20.0% | $118,746-31.1% | $77,958+4.9% |
| Participation rate | 78.4% | 84.8%-6.4pp | 78.3%+0.2pp | 71.6%+6.8pp |
| Annual return | 13.27% | 65.05%-51.8pp | 24.54%-11.3pp | 20.87%-7.6pp |
| Employer contribution / active EE | $0 | $4,931-100.0% | $4,193-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $3,514 | $5,974-41.2% | $5,332-34.1% | $3,537-0.6% |
| Admin fee / account holder | $34 | $79-56.7% | $10,720-99.7% | $97-64.9% |