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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY TRUST COMPANY Service code 28 · EIN 04-2647786 | Investment Management | $868,949 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $337,652 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $333,858 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: EPOCH Service code 28 · EIN 20-1003862 | Investment Management | $208,030 |
WELLS FARGO BANK, N.A.2+ years Filed as: GALLIARD Service code 28 · EIN 41-1813702 | Investment Management | $161,157 |
ARROWMARK PARTNERS1 year Service code 28 · EIN 39-2068140 | Investment Management | $99,333 |
VICTORY2+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $54,115 |
COLUMBUS CIRCLE INVESTORS2+ years Filed as: COLUMBUS CIRCLE Service code 28 · EIN 06-1404803 | Investment Management | $49,573 |
INTECH INVESTMENT MANAGEMENT LLC2+ years Filed as: INTECH Service code 28 · EIN 01-0614895 | Investment Management | $38,587 |
CLIFTONLARSONALLEN LLP2+ years Service code 10 · EIN 41-0746749 | Accounting | $22,025 |
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 | $44,692 | $3,611,051-98.8% | $123,894-63.9% | $329,111-86.4% |
| Participation rate | 94.5% | 60.7%+33.8pp | 81.4%+13.1pp | 67.9%+26.7pp |
| Annual return | 8.14% | 14.13%-6.0pp | 47.52%-39.4pp | 16.35%-8.2pp |
| Employer contribution / active EE | $1,603 | $1,947-17.7% | $4,617-65.3% | $2,303-30.4% |
| Participant deferral / active EE | $1,748 | $4,426-60.5% | $5,984-70.8% | $3,682-52.5% |
| Admin fee / account holder | $166 | $9,731-98.3% | $8,357-98.0% | $754-78.0% |