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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $41,625 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
CALVERT4 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS3 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 13-3155639 | Indirect Investment Fees | $0 |
JANUS HENDERSON4 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
LEGG MASON4 years Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1827505 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,867 | $52,722-3.5% | $90,440-43.8% | $73,412-30.7% |
| Participation rate | 50.1% | 67.7%-17.6pp | 72.7%-22.6pp | 72.2%-22.0pp |
| Annual return | 16.31% | 20.70%-4.4pp | 1294.38%-1278.1pp | 59.30%-43.0pp |
| Employer contribution / active EE | $0 | $1,872-100.0% | $3,263-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,527 | $2,810-45.7% | $3,964-61.5% | $3,806-59.9% |
| Admin fee / account holder | $206 | $117+76.3% | $5,615-96.3% | $158+30.5% |