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 | $17,048 |
ALGER3 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
EATON VANCE3 years Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
LEGG MASON3 years Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,769 | $58,879-57.9% | $178,490-86.1% | $73,488-66.3% |
| Participation rate | 70.0% | 66.2%+3.8pp | 81.9%-11.9pp | 70.7%-0.7pp |
| Annual return | 4.21% | 24.86%-20.7pp | 151.07%-146.9pp | 28.51%-24.3pp |
| Employer contribution / active EE | $1,747 | $2,236-21.9% | $5,011-65.1% | $2,270-23.0% |
| Participant deferral / active EE | $2,517 | $2,567-2.0% | $5,202-51.6% | $3,740-32.7% |
| Admin fee / account holder | $78 | $400-80.5% | $13,984-99.4% | $513-84.8% |