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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARYFIRST LLC3 years Service code 27 · EIN 20-5582309 | Advisory (Plan) | $91,109 |
AMERITAS LIFE INSURANCE CORP7+ years Filed as: AMERITAS INVESTMENT CORP. Service code 27 · EIN 47-0663374 | Advisory (Plan) | $62,120 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $7,132 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1426645 | Indirect Investment Fees | $0 |
BUFFALO FUNDS5 years Filed as: BUFFALO Service code 52 · EIN 39-1982827 | Indirect Investment Fees | $0 |
COLUMBIA5 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
FEDERATED3 years Service code 52 · EIN 25-1111467 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
NATIXIS FUNDS5 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS4 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 | $367,583 | $105,200+249.4% | $159,474+130.5% | $85,847+328.2% |
| Participation rate | 98.9% | 75.8%+23.1pp | 82.8%+16.1pp | 69.3%+29.6pp |
| Annual return | 13.01% | 45.08%-32.1pp | 263.68%-250.7pp | 318.61%-305.6pp |
| Employer contribution / active EE | $10,906 | $3,319+228.6% | $4,831+125.8% | $2,565+325.1% |
| Participant deferral / active EE | $12,258 | $5,946+106.2% | $7,353+66.7% | $3,952+210.2% |
| Admin fee / account holder | $59 | $6,934-99.2% | $10,802-99.5% | $6,261-99.1% |