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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $171,436 |
GLOBAL RETIREMENT PARTNERS LLC6+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $69,292 |
AMERICAN FUNDS4 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 |
COLUMBIA4 years Service code 52 · EIN 36-3376651 | Indirect Investment Fees | $0 |
DWS FUNDS3 years Service code 52 · EIN 13-2661231 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON4 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT4 years Service code 52 · EIN 04-3158862 | 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 | $57,143 | $54,121+5.6% | $134,162-57.4% | $73,412-22.2% |
| Participation rate | 96.5% | 64.4%+32.2pp | 72.2%+24.4pp | 72.2%+24.4pp |
| Annual return | 17.31% | -312.52%+329.8pp | 36.35%-19.0pp | 59.30%-42.0pp |
| Employer contribution / active EE | $3,311 | $1,402+136.2% | $3,705-10.6% | $2,234+48.2% |
| Participant deferral / active EE | $5,806 | $2,844+104.1% | $3,500+65.9% | $3,806+52.6% |
| Admin fee / account holder | $282 | $132+113.4% | $6,685-95.8% | $158+78.9% |