Filed December 9, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $17,395 |
ALGER1 year Service code 52 · EIN 13-3733280 | Indirect Investment Fees | $0 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
EATON VANCE1 year Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
HARRIS1 year Service code 52 · EIN 04-3276558 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
LEGG MASON1 year Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,897 | $47,977-29.3% | $154,111-78.0% | $56,287-39.8% |
| Participation rate | 59.0% | 66.2%-7.2pp | 83.0%-24.1pp | 69.9%-10.9pp |
| Annual return | 11.67% | 3.54%+8.1pp | 735.18%-723.5pp | -9.96%+21.6pp |
| Employer contribution / active EE | $504 | $2,169-76.8% | $5,298-90.5% | $2,111-76.1% |
| Participant deferral / active EE | $1,280 | $2,392-46.5% | $5,081-74.8% | $3,350-61.8% |
| Admin fee / account holder | $102 | $438-76.8% | $13,411-99.2% | $521-80.5% |