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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $18,958 |
BARON1 year Service code 52 · EIN 13-3806818 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 22-6586780 | Indirect Investment Fees | $0 |
HARRIS1 year Service code 52 · EIN 04-3276558 | 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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,369 | $37,196-42.6% | $154,108-86.1% | $55,725-61.7% |
| Participation rate | 67.1% | 64.1%+3.0pp | 83.0%-15.9pp | 70.9%-3.7pp |
| Annual return | 6.85% | 1319.68%-1312.8pp | 735.21%-728.4pp | 244.93%-238.1pp |
| Employer contribution / active EE | $653 | $1,614-59.6% | $5,298-87.7% | $2,078-68.6% |
| Participant deferral / active EE | $788 | $2,068-61.9% | $5,081-84.5% | $3,356-76.5% |
| Admin fee / account holder | $70 | $102-31.5% | $13,411-99.5% | $115-39.6% |