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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $36,084 |
GOLDMAN SACHS2 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 84-1142974 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4597302 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 13-3867060 | Indirect Investment Fees | $0 |
THE HARTFORD2 years Service code 52 · EIN 22-2937447 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
VICTORY2 years Service code 52 · EIN 31-6364605 | Indirect Investment Fees | $0 |
Filed as: VOYA FUNDS Service code 52 · EIN 95-4516049 | 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 | $59,847 | $47,977+24.7% | $154,114-61.2% | $56,287+6.3% |
| Participation rate | 87.3% | 66.2%+21.2pp | 83.0%+4.3pp | 69.9%+17.5pp |
| Annual return | -5.95% | 3.54%-9.5pp | 735.16%-741.1pp | -9.96%+4.0pp |
| Employer contribution / active EE | $4,378 | $2,169+101.9% | $5,298-17.4% | $2,111+107.4% |
| Participant deferral / active EE | $2,939 | $2,392+22.9% | $5,081-42.2% | $3,350-12.3% |
| Admin fee / account holder | $230 | $438-47.6% | $13,411-98.3% | $521-55.9% |