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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $15,259 |
ALLIANZ GLOBAL INVESTORS1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
AMERICAN CENTURY1 year Service code 52 · EIN 94-3226139 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 94-3227222 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
NATIXIS FUNDS1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,225 | $50,637-77.8% | $86,582-87.0% | $62,293-82.0% |
| Participation rate | 79.9% | 67.9%+12.0pp | 73.5%+6.3pp | 69.5%+10.3pp |
| Annual return | 11.38% | 20.80%-9.4pp | 965.08%-953.7pp | 28.90%-17.5pp |
| Employer contribution / active EE | $115 | $2,075-94.4% | $2,839-95.9% | $2,042-94.4% |
| Participant deferral / active EE | $554 | $2,611-78.8% | $3,609-84.6% | $3,169-82.5% |
| Admin fee / account holder | $125 | $413-69.7% | $4,904-97.4% | $479-73.9% |