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| Provider | Service type | Compensation |
|---|---|---|
QUALIFIED PLANS, LLC2 years Filed as: QUALIFIED PLANS Service code 13 | Contract Administrator | $18,892 |
Filed as: MML INVESTORS SERV Service code 52 | Indirect Investment Fees | $11,434 |
Service code 49 · EIN 04-1590850 | Other Services | $2,869 |
Filed as: FUTURE PLAN CONSULTING Service code 13 · EIN 11-3665754 | Contract Administrator | $1,013 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
Filed as: ENVESTMENT RETIREMENT Service code 27 | Advisory (Plan) | $0 |
Filed as: ENVESTNET RETIREMENT Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
GOLDMAN SACHS3 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
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 | $190,778 | $100,801+89.3% | $149,745+27.4% | $73,412+159.9% |
| Participation rate | 98.0% | 77.7%+20.3pp | 82.5%+15.5pp | 72.2%+25.8pp |
| Annual return | 6.89% | 265.34%-258.4pp | 276.72%-269.8pp | 59.30%-52.4pp |
| Employer contribution / active EE | $4,562 | $3,312+37.8% | $4,646-1.8% | $2,234+104.2% |
| Participant deferral / active EE | $6,877 | $6,404+7.4% | $6,843+0.5% | $3,806+80.7% |
| Admin fee / account holder | $8 | $181-95.8% | $9,312-99.9% | $158-95.2% |