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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARYFIRST LLC1 year Service code 27 · EIN 20-5582309 | Advisory (Plan) | $85,073 |
AMERITAS LIFE INSURANCE CORP5+ years Filed as: AMERITAS INVESTMENT CORP. Service code 27 · EIN 47-0663374 | Advisory (Plan) | $58,004 |
Service code 49 · EIN 04-1590850 | Other Services | $16,299 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-2482877 | Indirect Investment Fees | $0 |
BUFFALO FUNDS3 years Filed as: BUFFALO Service code 52 · EIN 39-1982827 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
FEDERATED1 year Service code 52 · EIN 25-1111467 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3335387 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $265,334 | $89,652+196.0% | $141,197+87.9% | $65,186+307.0% |
| Participation rate | 97.1% | 74.7%+22.4pp | 82.5%+14.6pp | 70.2%+26.9pp |
| Annual return | 20.67% | 32.79%-12.1pp | 71.41%-50.7pp | 29.39%-8.7pp |
| Employer contribution / active EE | $9,709 | $3,065+216.8% | $4,736+105.0% | $2,177+346.0% |
| Participant deferral / active EE | $11,106 | $5,691+95.2% | $6,710+65.5% | $3,514+216.1% |
| Admin fee / account holder | $125 | $569-77.9% | $10,265-98.8% | $847-85.2% |