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 | $22,734 |
Service code 27 · EIN 45-0134280 | Advisory (Plan) | $17,178 |
ALGER5 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN CENTURY5 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
EATON VANCE5 years Service code 52 · EIN 04-2718215 | Indirect Investment Fees | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
FRANKLIN TEMPLETON4 years Service code 52 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON5 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,101 | $65,092-66.0% | $143,799-84.6% | $66,938-67.0% |
| Participation rate | 74.9% | 65.2%+9.7pp | 80.3%-5.4pp | 69.8%+5.1pp |
| Annual return | -17.02% | -11.14%-5.9pp | -0.04%-17.0pp | 1.58%-18.6pp |
| Employer contribution / active EE | $2,452 | $2,362+3.8% | $4,952-50.5% | $2,545-3.7% |
| Participant deferral / active EE | $3,359 | $2,920+15.0% | $5,638-40.4% | $4,238-20.8% |
| Admin fee / account holder | $148 | $502-70.5% | $14,677-99.0% | $594-75.0% |