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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $149,184 |
GLOBAL RETIREMENT PARTNERS LLC5+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $60,502 |
ALLIANZ GLOBAL INVESTORS2 years Service code 52 · EIN 06-1349805 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: CARILLON FUNDS Service code 52 · EIN 59-2385219 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 36-3376651 | Indirect Investment Fees | $0 |
DWS FUNDS2 years Service code 52 · EIN 13-2661231 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | 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 | $48,084 | $47,648+0.9% | $130,660-63.2% | $67,579-28.8% |
| Participation rate | 94.9% | 60.4%+34.5pp | 71.7%+23.2pp | 71.3%+23.6pp |
| Annual return | 24.26% | 25.73%-1.5pp | 1709.29%-1685.0pp | 378.56%-354.3pp |
| Employer contribution / active EE | $2,824 | $1,408+100.6% | $4,092-31.0% | $2,148+31.5% |
| Participant deferral / active EE | $4,893 | $2,616+87.0% | $3,603+35.8% | $3,539+38.3% |
| Admin fee / account holder | $245 | $105+133.6% | $5,463-95.5% | $142+72.4% |