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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $8,323 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6026952 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4597302 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
NORTHERN FUNDS2 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS2 years Service code 52 · EIN 13-3851144 | Indirect Investment Fees | $0 |
PRINCIPAL INVESTORS2 years Service code 52 · EIN 91-1801401 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
VICTORY2 years Service code 52 · EIN 31-6364605 | Indirect Investment Fees | $0 |
Annual investment return 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 | $102,635 | $61,214+67.7% | $83,327+23.2% | $56,289+82.3% |
| Participation rate | 93.3% | 72.6%+20.8pp | 77.8%+15.6pp | 69.9%+23.5pp |
| Annual return | -42.33% | 0.42%-42.8pp | 10.64%-53.0pp | -9.96%-32.4pp |
| Employer contribution / active EE | $5,168 | $1,925+168.4% | $3,379+53.0% | $2,111+144.8% |
| Participant deferral / active EE | $11,663 | $5,091+129.1% | $5,565+109.6% | $3,350+248.2% |
| Admin fee / account holder | $23 | $512-95.5% | $7,540-99.7% | $521-95.6% |