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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $1,856 |
ALLIANZ GLOBAL INVESTORS3 years Service code 52 · EIN 06-1349805 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
NORTHERN FUNDS3 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,657 | $65,378-79.1% | $87,103-84.3% | $65,186-79.0% |
| Participation rate | 39.1% | 75.3%-36.2pp | 76.9%-37.8pp | 70.2%-31.1pp |
| Annual return | 26.18% | 31.28%-5.1pp | 28.19%-2.0pp | 29.39%-3.2pp |
| Employer contribution / active EE | $201 | $1,823-89.0% | $2,521-92.0% | $2,177-90.8% |
| Participant deferral / active EE | $918 | $3,389-72.9% | $4,049-77.3% | $3,514-73.9% |
| Admin fee / account holder | $29 | $520-94.5% | $7,491-99.6% | $847-96.6% |