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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARYFIRST LLC2 years Service code 27 · EIN 20-5582309 | Advisory (Plan) | $73,223 |
AMERITAS LIFE INSURANCE CORP6+ years Filed as: AMERITAS INVESTMENT CORP. Service code 27 · EIN 47-0663374 | Advisory (Plan) | $49,925 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $3,883 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1426645 | Indirect Investment Fees | $0 |
BUFFALO FUNDS4 years Filed as: BUFFALO Service code 52 · EIN 39-1982827 | Indirect Investment Fees | $0 |
COLUMBIA4 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
FEDERATED2 years Service code 52 · EIN 25-1111467 | Indirect Investment Fees | $0 |
NATIXIS FUNDS4 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS3 years Service code 52 · EIN 13-3204887 | Indirect Investment Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $308,875 | $213,957+44.4% | $149,745+106.3% | - |
| Participation rate | 100.0% | 79.5%+20.5pp | 82.5%+17.5pp | - |
| Annual return | 11.54% | 9.83%+1.7pp | 276.72%-265.2pp | - |
| Employer contribution / active EE | $9,916 | $3,868+156.4% | $4,646+113.5% | - |
| Participant deferral / active EE | $10,295 | $6,177+66.7% | $6,843+50.5% | - |
| Admin fee / account holder | $31 | $24,510-99.9% | $9,312-99.7% | - |