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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AUSTEN RIGGS CENTER INC. Service code 10 | Accounting | $16,400 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,525 |
AMERICAN CENTURY1 year Service code 52 · EIN 94-3226139 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 52-0792143 | Indirect Investment Fees | $0 |
Service code 17 · EIN 04-3523567 | Pension Consulting | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 22-6586780 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 04-3279774 | Indirect Investment Fees | $0 |
Service code 10 · EIN 04-2511474 | Accounting | $0 |
Service code 52 · EIN 04-3158862 | 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 | $116,102 | $55,453+109.4% | $170,435-31.9% | $62,293+86.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.57% | 21.38%-6.8pp | 205.94%-191.4pp | 28.90%-14.3pp |
| Employer contribution / active EE | $4,322 | $2,164+99.8% | $5,432-20.4% | $2,042+111.6% |
| Participant deferral / active EE | $7,285 | $2,303+216.4% | $4,939+47.5% | $3,169+129.9% |
| Admin fee / account holder | $9 | $455-98.0% | $13,881-99.9% | $479-98.1% |