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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $29,204 |
AMERICAN CENTURY1 year Service code 52 · EIN 77-0273954 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 84-1120195 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $63,015 | $64,909-2.9% | $82,312-23.4% | $62,293+1.2% |
| Participation rate | 48.1% | 74.9%-26.8pp | 76.9%-28.8pp | 69.5%-21.5pp |
| Annual return | 14.27% | 21.18%-6.9pp | 25.88%-11.6pp | 28.90%-14.6pp |
| Employer contribution / active EE | $296 | $1,676-82.4% | $2,428-87.8% | $2,042-85.5% |
| Participant deferral / active EE | $1,991 | $3,103-35.8% | $3,706-46.3% | $3,169-37.2% |
| Admin fee / account holder | $286 | $440-34.9% | $5,608-94.9% | $479-40.3% |