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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,994 |
ALLIANZ GLOBAL INVESTORS1 year Service code 52 · EIN 33-0457728 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 95-2513084 | Indirect Investment Fees | $0 |
OPPENHEIMER1 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 56-2294396 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $184,860 | $66,180+179.3% | $118,746+55.7% | $62,293+196.8% |
| Participation rate | 99.1% | 71.3%+27.8pp | 78.3%+20.9pp | 69.5%+29.6pp |
| Annual return | 20.25% | 60.89%-40.6pp | 24.54%-4.3pp | 28.90%-8.6pp |
| Employer contribution / active EE | $5,866 | $3,183+84.3% | $4,193+39.9% | $2,042+187.2% |
| Participant deferral / active EE | $5,672 | $4,247+33.6% | $5,332+6.4% | $3,169+79.0% |
| Admin fee / account holder | $35 | $753-95.4% | $10,720-99.7% | $479-92.7% |