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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,694 |
COLUMBIA1 year Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
IVY FUNDS1 year Service code 52 · EIN 48-1112076 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 04-3279774 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PIMCO FUNDS1 year Service code 52 · EIN 33-0239892 | Indirect Investment Fees | $0 |
PIONEER1 year Service code 52 · EIN 04-3453709 | Indirect Investment Fees | $0 |
Filed as: SENTINEL INVESTMENTS Service code 52 · EIN 22-0966590 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-1424600 | 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.
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 | $19,582 | $84,236-76.8% | $170,435-88.5% | $70,126-72.1% |
| Participation rate | 45.9% | 70.8%-24.9pp | 83.6%-37.7pp | 69.5%-23.6pp |
| Annual return | 17.03% | 23.06%-6.0pp | 205.94%-188.9pp | 73.15%-56.1pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $830 | $3,086-73.1% | $4,939-83.2% | $3,332-75.1% |
| Admin fee / account holder | $38 | $5,698-99.3% | $13,881-99.7% | $4,645-99.2% |