Filed March 20, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $16,885 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
CALVERT1 year Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 36-3376651 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
DODGE & COX1 year Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 84-1142974 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,168 | $79,523-19.3% | $140,019-54.2% | $56,289+14.0% |
| Participation rate | 92.4% | 85.7%+6.7pp | 87.5%+4.9pp | 69.9%+22.5pp |
| Annual return | -5.29% | 2.39%-7.7pp | 651.17%-656.5pp | -9.96%+4.7pp |
| Employer contribution / active EE | $4,301 | $3,350+28.4% | $5,605-23.3% | $2,111+103.7% |
| Participant deferral / active EE | $3,781 | $5,129-26.3% | $6,927-45.4% | $3,350+12.9% |
| Admin fee / account holder | $321 | $614-47.7% | $10,705-97.0% | $521-38.3% |