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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $28,256 |
THE BANK OF NEW YORK MELLON2 years Filed as: DREYFUS Service code 52 · EIN 13-3851784 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
OPPENHEIMER2 years Service code 52 · EIN 13-6977079 | Indirect Investment Fees | $0 |
THORNBURG2 years Service code 52 · EIN 06-1158764 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
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 | $30,690 | $59,191-48.1% | $76,767-60.0% | $56,289-45.5% |
| Participation rate | 97.0% | 75.2%+21.8pp | 77.0%+20.1pp | 69.9%+27.2pp |
| Annual return | -2.20% | 6.62%-8.8pp | 2.43%-4.6pp | -9.96%+7.8pp |
| Employer contribution / active EE | $753 | $1,759-57.2% | $2,485-69.7% | $2,111-64.3% |
| Participant deferral / active EE | $1,806 | $3,255-44.5% | $3,852-53.1% | $3,350-46.1% |
| Admin fee / account holder | $164 | $489-66.4% | $6,675-97.5% | $521-68.5% |