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| Provider | Service type | Compensation |
|---|---|---|
ROCK OF AGES CORPORATION1 year Service code 10 · EIN 03-0153200 | Accounting | $20,908 |
Service code 49 · EIN 04-1590850 | Other Services | $3,664 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS2 years Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INS SERVICES INC Service code 53 · EIN 51-0116113 | Insurance Commissions | $0 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,864 | $72,554+175.5% | $138,135+44.7% | $73,497+171.9% |
| Participation rate | 99.2% | 74.8%+24.4pp | 78.7%+20.5pp | 70.7%+28.5pp |
| Annual return | 11.45% | 17.50%-6.0pp | 20.51%-9.1pp | 28.51%-17.1pp |
| Employer contribution / active EE | $6,248 | $3,511+78.0% | $5,587+11.8% | $2,270+175.2% |
| Participant deferral / active EE | $6,002 | $4,908+22.3% | $6,431-6.7% | $3,740+60.5% |
| Admin fee / account holder | $162 | $464-65.2% | $11,856-98.6% | $513-68.5% |