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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $24,411 |
Filed as: DREYFUS Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 13-6977079 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-2264646 | Indirect Investment Fees | $0 |
THORNBURG1 year Service code 52 · EIN 85-0451747 | 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 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,274 | $64,909-51.8% | $82,312-62.0% | $62,293-49.8% |
| Participation rate | 97.5% | 74.9%+22.7pp | 76.9%+20.6pp | 69.5%+28.0pp |
| Annual return | 9.56% | 21.18%-11.6pp | 25.88%-16.3pp | 28.90%-19.3pp |
| Employer contribution / active EE | $1,075 | $1,676-35.9% | $2,428-55.7% | $2,042-47.4% |
| Participant deferral / active EE | $2,136 | $3,103-31.2% | $3,706-42.4% | $3,169-32.6% |
| Admin fee / account holder | $149 | $440-66.1% | $5,608-97.3% | $479-68.9% |