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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR3 years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $11,403 |
ASCENSUS LLC3 years Filed as: ASCENSUS, LLC Service code 15 · EIN 11-3665754 | Recordkeeping | $878 |
AMERICAN CENTURY6 years Filed as: AMERICAN CENTURY INVESTMENTS Service code 52 PO BOX 419200 · KANSAS CITY, MO 641416200 | Indirect Investment Fees | $0 |
BLACK & PINCKARD LLC3 years Filed as: BLACK ROCK FUNDS Service code 52 | Indirect Investment Fees | $0 |
BLACKROCK3 years Filed as: BLACKROCK FUNDS Service code 52 55 EAST 52ND STREET · NEW YORK, NY 10055 | Indirect Investment Fees | $0 |
AMERICAN FUNDS7+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 52 333 S. HOPE STREET · LOS ANGELES, CA 90071 | Indirect Investment Fees | $0 |
COLUMBIA6 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 |
HARBOR7+ years Service code 52 111 S. WACKER DR · CHICAGO, IL 60606 | Indirect Investment Fees | $0 |
THE HARTFORD6 years Filed as: HARTFORD Service code 52 690 ASYLUM AVE · HARTFORD, CT 06115 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 C/O DST SYSTEMS, INC. · KANSAS CITY, MO 641051407 | Indirect Investment Fees | $0 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,213 | $136,780-35.5% | $189,534-53.5% | $101,555-13.1% |
| Participation rate | 70.5% | 90.9%-20.4pp | 87.8%-17.3pp | 74.5%-4.0pp |
| Annual return | 15.89% | 37.00%-21.1pp | 555.39%-539.5pp | 21.00%-5.1pp |
| Employer contribution / active EE | $1,790 | $4,857-63.1% | $6,162-70.9% | $2,972-39.8% |
| Participant deferral / active EE | $4,775 | $7,572-36.9% | $8,220-41.9% | $4,874-2.0% |
| Admin fee / account holder | $3 | $64-95.6% | $12,049-100.0% | $139-98.0% |