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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-1590850 | Recordkeeping | $5,454 |
COLUMBIA2 years Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
IVY FUNDS2 years Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 04-3279774 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PIMCO FUNDS2 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
PIONEER2 years Service code 52 · EIN 04-3453709 | Indirect Investment Fees | $0 |
RELIANCE TRUST COMPANY1 year Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL INVESTMENTS Service code 52 · EIN 31-1276717 | 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 | $22,931 | $75,962-69.8% | $154,108-85.1% | $64,173-64.3% |
| Participation rate | 15.9% | 70.4%-54.6pp | 83.0%-67.2pp | 69.6%-53.7pp |
| Annual return | -5.18% | 30.32%-35.5pp | 735.21%-740.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $19 | $3,350-99.4% | $5,298-99.6% | $2,381-99.2% |
| Participant deferral / active EE | $638 | $3,175-79.9% | $5,081-87.4% | $3,470-81.6% |
| Admin fee / account holder | $59 | $5,589-99.0% | $13,411-99.6% | $4,887-98.8% |