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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY TRUST COMPANY Service code 28 · EIN 04-2647786 | Investment Management | $891,924 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $579,571 |
Filed as: TOWERS WATSON INVESTMENTS SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $291,257 |
ARROWMARK PARTNERS2 years Service code 28 · EIN 39-2068140 | Investment Management | $290,329 |
WELLS FARGO BANK, N.A.3+ years Filed as: GALLIARD Service code 28 · EIN 41-1813702 | Investment Management | $205,596 |
INTECH INVESTMENT MANAGEMENT LLC3+ years Filed as: INTECH Service code 28 · EIN 01-0614895 | Investment Management | $162,924 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: EPOCH Service code 28 · EIN 20-1003862 | Investment Management | $124,489 |
CLIFTONLARSONALLEN LLP3+ years Service code 10 · EIN 41-0746749 | Accounting | $19,100 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,951 | $80,506-38.0% | $136,298-63.4% | $80,976-38.3% |
| Participation rate | 95.2% | 61.9%+33.3pp | 81.9%+13.3pp | 68.3%+26.9pp |
| Annual return | 14.66% | 27.70%-13.0pp | 5156.27%-5141.6pp | 22.91%-8.2pp |
| Employer contribution / active EE | $1,495 | $1,943-23.0% | $4,696-68.2% | $2,402-37.7% |
| Participant deferral / active EE | $1,937 | $4,601-57.9% | $6,247-69.0% | $3,848-49.7% |
| Admin fee / account holder | $189 | $72+163.5% | $9,244-98.0% | $67+180.8% |