Filed December 13, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $109,340 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-3020895 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 13-3867060 | Indirect Investment Fees | $0 |
PIMCO FUNDS1 year Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
VICTORY1 year Service code 52 · EIN 31-6364605 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,861 | $44,989+13.1% | $170,435-70.2% | $77,958-34.8% |
| Participation rate | 32.7% | 64.6%-31.9pp | 83.6%-50.9pp | 71.6%-38.9pp |
| Annual return | 16.92% | 19.61%-2.7pp | 205.94%-189.0pp | 20.87%-4.0pp |
| Employer contribution / active EE | $368 | $1,466-74.9% | $5,432-93.2% | $2,310-84.1% |
| Participant deferral / active EE | $1,830 | $2,208-17.1% | $4,939-63.0% | $3,537-48.3% |
| Admin fee / account holder | $232 | $69+236.6% | $13,881-98.3% | $97+138.4% |