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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,565 |
AB FUNDS3 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS3 years Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $0 |
JANUS HENDERSON3 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
LORD ABBETT3 years Service code 52 · EIN 13-3731507 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,127 | $63,768+47.6% | $98,483-4.4% | $79,391+18.6% |
| Participation rate | 80.5% | 69.9%+10.6pp | 73.3%+7.2pp | 70.7%+9.8pp |
| Annual return | 22.20% | 626.18%-604.0pp | 1494.38%-1472.2pp | 116.88%-94.7pp |
| Employer contribution / active EE | $3,617 | $2,558+41.4% | $2,961+22.1% | $2,428+49.0% |
| Participant deferral / active EE | $8,084 | $3,305+144.6% | $4,276+89.0% | $4,046+99.8% |
| Admin fee / account holder | $7 | $516-98.7% | $5,953-99.9% | $627-99.0% |