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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $25,070 |
AAFCPAS, INC.1 year Filed as: AAFCPAS Service code 10 · EIN 04-2571780 | Accounting | $12,228 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $5,473 |
BARON4 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
FRANKLIN TEMPLETON4 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 22-2894171 | Indirect Investment Fees | $0 |
HARRIS4 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
TIAA1 year Filed as: TIAA-CREF Service code 52 · EIN 13-4055167 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.4 years 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,380 | $56,540-56.9% | $185,851-86.9% | $86,821-71.9% |
| Participation rate | 68.3% | 65.5%+2.8pp | 81.7%-13.4pp | 72.3%-4.0pp |
| Annual return | 26.48% | 118.20%-91.7pp | 122.11%-95.6pp | 97.94%-71.5pp |
| Employer contribution / active EE | $624 | $1,844-66.2% | $5,168-87.9% | $2,406-74.1% |
| Participant deferral / active EE | $689 | $2,555-73.0% | $5,569-87.6% | $4,132-83.3% |
| Admin fee / account holder | $114 | $150-24.0% | $16,245-99.3% | $170-32.9% |