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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $74,295 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $23,560 |
AAFCPAS, INC.2 years Filed as: AAFCPAS Service code 10 · EIN 04-2571780 | Accounting | $14,582 |
ALLSPRING1 year Service code 52 · EIN 84-6615098 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-6006886 | Indirect Investment Fees | $0 |
BARON5 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON5 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 22-2894171 | Indirect Investment Fees | $0 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $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 | $21,054 | $46,332-54.6% | $143,797-85.4% | $64,824-67.5% |
| Participation rate | 69.5% | 64.2%+5.2pp | 80.3%-10.8pp | 71.5%-2.0pp |
| Annual return | -14.32% | -10.05%-4.3pp | -0.04%-14.3pp | 32.84%-47.2pp |
| Employer contribution / active EE | $1,121 | $1,911-41.3% | $4,952-77.4% | $2,507-55.3% |
| Participant deferral / active EE | $798 | $2,647-69.8% | $5,638-85.8% | $4,311-81.5% |
| Admin fee / account holder | $296 | $154+92.3% | $14,679-98.0% | $188+57.5% |