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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $190,307 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $93,168 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $11,550 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: CARILLON FUNDS Service code 52 · EIN 59-2385219 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-5108880 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
MAINSTAY1 year Service code 52 · EIN 52-2206685 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS1 year Service code 52 · EIN 22-3703799 | Indirect Investment Fees | $0 |
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 | $72,624 | $65,592+10.7% | $90,161-19.4% | $69,631+4.3% |
| Participation rate | 96.8% | 77.6%+19.2pp | 76.9%+20.0pp | 70.7%+26.1pp |
| Annual return | 19.42% | 57.10%-37.7pp | 34.89%-15.5pp | 27571.02%-27551.6pp |
| Employer contribution / active EE | $3,180 | $2,193+45.0% | $3,318-4.2% | $2,032+56.5% |
| Participant deferral / active EE | $7,973 | $5,257+51.7% | $5,287+50.8% | $3,224+147.3% |
| Admin fee / account holder | $281 | $86+228.1% | $5,943-95.3% | $110+154.6% |