Filed November 29, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $20,604 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN CENTURY1 year Service code 52 · EIN 94-3226139 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COHEN & STEERS1 year Service code 52 · EIN 01-3335336 | Indirect Investment Fees | $0 |
DODGE & COX1 year Service code 52 · EIN 94-3073289 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3022712 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-5108880 | Indirect Investment Fees | $0 |
HARRIS1 year Service code 52 · EIN 04-3276558 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | 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 | $37,955 | $46,173-17.8% | $170,435-77.7% | $69,631-45.5% |
| Participation rate | 48.2% | 63.9%-15.7pp | 83.6%-35.4pp | 70.7%-22.5pp |
| Annual return | 18.26% | 21.62%-3.4pp | 205.94%-187.7pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $742 | $1,610-53.9% | $5,432-86.3% | $2,032-63.5% |
| Participant deferral / active EE | $1,574 | $2,080-24.3% | $4,939-68.1% | $3,224-51.2% |
| Admin fee / account holder | $58 | $116-50.2% | $13,881-99.6% | $110-47.7% |