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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $7,848 |
AMERICAN FUNDS1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
OPPENHEIMER1 year Service code 52 · EIN 84-1120195 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 56-2294396 | 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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,813 | $155,795-6.4% | $136,294+7.0% | $69,631+109.4% |
| Participation rate | 64.9% | 75.2%-10.4pp | 81.9%-17.0pp | 70.7%-5.8pp |
| Annual return | 13.71% | 232464.33%-232450.6pp | 5155.94%-5142.2pp | 27571.02%-27557.3pp |
| Employer contribution / active EE | $700 | $2,991-76.6% | $4,695-85.1% | $2,032-65.5% |
| Participant deferral / active EE | $5,106 | $5,394-5.3% | $6,247-18.3% | $3,224+58.4% |
| Admin fee / account holder | $24 | $128-81.2% | $9,243-99.7% | $110-78.2% |