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| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Filed as: MERCER, INC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $56,250 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $16,379 |
BOSTON PARTNERS2 years Filed as: BOSTON PARTNERS INVESTMENT FUNDS Service code 52 · EIN 39-1982827 | Indirect Investment Fees | $0 |
GOLDMAN SACHS2 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
HARBOR1 year Service code 52 · EIN 34-1953393 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
PIMCO FUNDS2 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | 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 | $96,065 | $65,223+47.3% | $80,022+20.0% | $55,725+72.4% |
| Participation rate | 99.3% | 80.6%+18.7pp | 75.8%+23.4pp | 70.9%+28.4pp |
| Annual return | -2.10% | 7.59%-9.7pp | 11.22%-13.3pp | 244.93%-247.0pp |
| Employer contribution / active EE | $5,881 | $2,544+131.2% | $2,468+138.3% | $2,078+183.0% |
| Participant deferral / active EE | $5,438 | $3,881+40.1% | $3,686+47.5% | $3,356+62.1% |
| Admin fee / account holder | $17 | $114-85.5% | $6,521-99.7% | $115-85.7% |