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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $58,368 |
AMERITAS LIFE INSURANCE CORP3+ years Filed as: AMERITAS INVESTMENT CORP. Service code 27 · EIN 47-0663374 | Advisory (Plan) | $39,796 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $20,891 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-6872063 | Indirect Investment Fees | $0 |
BUFFALO FUNDS1 year Filed as: BUFFALO Service code 52 · EIN 48-1069845 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-2033129 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
IVY FUNDS1 year Service code 52 · EIN 48-1112076 | Indirect Investment Fees | $0 |
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 | $233,073 | $80,753+188.6% | $136,298+71.0% | $62,293+274.2% |
| Participation rate | 93.7% | 73.5%+20.2pp | 81.9%+11.8pp | 69.5%+24.2pp |
| Annual return | 16.76% | 35.83%-19.1pp | 5156.27%-5139.5pp | 28.90%-12.1pp |
| Employer contribution / active EE | $9,663 | $2,884+235.1% | $4,696+105.8% | $2,042+373.2% |
| Participant deferral / active EE | $7,651 | $5,164+48.2% | $6,247+22.5% | $3,169+141.4% |
| Admin fee / account holder | $163 | $525-68.9% | $9,244-98.2% | $479-66.0% |