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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN CENTURY2 years Filed as: AMERICAN CENTURY INVESTMENTS Service code 52 PO BOX 419200 · KANSAS CITY, MO 641416200 | Indirect Investment Fees | $0 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 52 333 S. HOPE STREET · LOS ANGELES, CA 90071 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON2 years Filed as: CLEARBRIDGE Service code 52 620 EIGHTH AVE · NEW YORK, NY 10018 | Indirect Investment Fees | $0 |
COLUMBIA2 years Filed as: COLUMBIA MANAGEMENT INV. ADV. Service code 52 C/O BFDS · CANTON, MA 020212809 | Indirect Investment Fees | $0 |
HARBOR3+ years Service code 52 111 S. WACKER DR · CHICAGO, IL 60606 | Indirect Investment Fees | $0 |
THE HARTFORD2 years Filed as: HARTFORD Service code 52 690 ASYLUM AVE · HARTFORD, CT 06115 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN Service code 52 245 PARK AVE · NEW YORK, NY 10167 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT3+ years Filed as: MFS FUNDS Service code 52 111 HUNTINGTON AVE · BOSTON, MA 02199 | Indirect Investment Fees | $0 |
OPPENHEIMER3+ years Filed as: OPPENHEIMER FUNDS Service code 52 225 LIBERTY STREET · NEW YORK, NY 102811008 | Indirect Investment Fees | $0 |
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 | $66,397 | $89,274-25.6% | $149,721-55.7% | $77,958-14.8% |
| Participation rate | 97.2% | 87.6%+9.5pp | 87.1%+10.1pp | 71.6%+25.5pp |
| Annual return | 24.11% | 20.36%+3.7pp | 1501.67%-1477.6pp | 20.87%+3.2pp |
| Employer contribution / active EE | $1,888 | $3,727-49.3% | $5,444-65.3% | $2,310-18.3% |
| Participant deferral / active EE | $5,118 | $5,382-4.9% | $6,568-22.1% | $3,537+44.7% |
| Admin fee / account holder | $1 | $240-99.8% | $11,282-100.0% | $97-99.4% |