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| Provider | Service type | Compensation |
|---|---|---|
INVESCO2+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $12,854 |
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 15 · EIN 13-5674085 | Recordkeeping | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $129,917 | $132,239-1.8% | $105,722+22.9% | $273,961-52.6% |
| Participation rate | 0.0% | 83.2%-83.2pp | 78.9%-78.9pp | 83.0%-83.0pp |
| Annual return | 5.21% | 10.07%-4.9pp | 12.25%-7.0pp | 41.45%-36.2pp |
| Employer contribution / active EE | $0 | $4,867-100.0% | $4,079-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $6,233-100.0% | $5,326-100.0% | $5,287-100.0% |
| Admin fee / account holder | $194 | $12,032-98.4% | $8,308-97.7% | $10,132-98.1% |