Filed August 9, 2016 (most recent of 4 filings on file)
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $20,487 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
THE BANK OF NEW YORK MELLON2 years Filed as: DREYFUS Service code 52 · EIN 13-3851784 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
IVY FUNDS2 years Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
NATIXIS FUNDS2 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
NORTHERN FUNDS2 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 93-1036175 | 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 | $67,365 | $35,485+89.8% | $74,551-9.6% | $55,725+20.9% |
| Participation rate | 98.0% | 62.5%+35.5pp | 69.1%+28.9pp | 70.9%+27.1pp |
| Annual return | -3.84% | 0.72%-4.6pp | 32.53%-36.4pp | 244.93%-248.8pp |
| Employer contribution / active EE | $2,770 | $777+256.4% | $1,961+41.3% | $2,078+33.3% |
| Participant deferral / active EE | $5,144 | $2,181+135.9% | $3,108+65.5% | $3,356+53.3% |
| Admin fee / account holder | $59 | $114-48.2% | $5,059-98.8% | $115-48.6% |