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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $178,062 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $48,183 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
HARRIS3 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
IVY FUNDS3 years Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS3 years Service code 52 · EIN 22-3468527 | Indirect Investment Fees | $0 |
PRINCIPAL INVESTORS3 years Service code 52 · EIN 91-1801401 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
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 | $24,739 | $47,456-47.9% | $172,755-85.7% | $77,775-68.2% |
| Participation rate | 93.9% | 66.3%+27.6pp | 82.6%+11.3pp | 73.2%+20.7pp |
| Annual return | 23.35% | 35.57%-12.2pp | 802.94%-779.6pp | 32.58%-9.2pp |
| Employer contribution / active EE | $1,561 | $1,574-0.8% | $5,144-69.6% | $2,504-37.6% |
| Participant deferral / active EE | $3,322 | $2,560+29.8% | $5,198-36.1% | $3,966-16.2% |
| Admin fee / account holder | $140 | $81+73.4% | $13,955-99.0% | $100+40.1% |