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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $9,127 |
AMERICAN CENTURY1 year Service code 52 · EIN 77-0273954 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
DIAMOND HILL1 year Service code 52 · EIN 31-6547095 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 22-3849391 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $62,951 | $225,748-72.1% | $136,298-53.8% | - |
| Participation rate | 49.5% | 69.2%-19.7pp | 81.9%-32.4pp | - |
| Annual return | 14.03% | 13.52%+0.5pp | 5156.27%-5142.2pp | - |
| Employer contribution / active EE | $843 | $3,134-73.1% | $4,696-82.1% | - |
| Participant deferral / active EE | $4,437 | $4,803-7.6% | $6,247-29.0% | - |
| Admin fee / account holder | $67 | $10,864-99.4% | $9,244-99.3% | - |