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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR6 years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $7,853 |
AMERICAN CENTURY9 years Filed as: AMERICAN CENTURY INVESTMENTS Service code 52 PO BOX 419200 · KANSAS CITY, MO 641416200 | Indirect Investment Fees | $0 |
BLACK & PINCKARD LLC6 years Filed as: BLACK ROCK FUNDS Service code 52 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 55 EAST 52ND STREET · NEW YORK, NY 10055 | Indirect Investment Fees | $0 |
AMERICAN FUNDS10+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 52 333 S. HOPE STREET · LOS ANGELES, CA 90071 | Indirect Investment Fees | $0 |
COLUMBIA9 years Filed as: COLUMBIA MANAGEMENT INV. ADV. Service code 52 C/O DST ASSET MANAGER SOLUTIONS, IN · KANSAS CITY, MO 641051407 | Indirect Investment Fees | $0 |
DODGE & COX1 year Service code 52 C/O BFDS 30 DAN ROAD · CANTON, MA 020212809 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: JP MORGAN Service code 52 383 MADISON AVE · NEW YORK, NY 10167 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT10+ years Filed as: MFS FUNDS Service code 52 111 HUNTINGTON AVE · BOSTON, MA 02199 | Indirect Investment Fees | $0 |
Filed as: PUTNAM Service code 52 100 FEDERAL ST · BOSTON, MA 02110 | Indirect Investment Fees | $0 |
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 | $104,113 | $122,585-15.1% | $184,256-43.5% | $200,096-48.0% |
| Participation rate | 97.4% | 86.9%+10.5pp | 86.8%+10.6pp | 72.0%+25.4pp |
| Annual return | 16.25% | 144.12%-127.9pp | 28.85%-12.6pp | 34.26%-18.0pp |
| Employer contribution / active EE | $2,758 | $4,571-39.7% | $6,427-57.1% | $3,038-9.2% |
| Participant deferral / active EE | $8,191 | $7,972+2.8% | $9,133-10.3% | $5,090+60.9% |
| Admin fee / account holder | $2 | $120-98.5% | $13,899-100.0% | $269-99.3% |