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| Provider | Service type | Compensation |
|---|---|---|
LOEB4+ years Filed as: LOEB & TROPER LLP Service code 10 · EIN 13-1517563 | Accounting | $11,500 |
USI CONSULTING GROUP5+ years Filed as: USI SECURITIES INC Service code 53 · EIN 06-1493970 | Insurance Commissions | $10,362 |
Service code 49 · EIN 04-1590850 | Other Services | $3,411 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS3 years Service code 52 · EIN 22-3468527 | Indirect Investment Fees | $0 |
PIMCO FUNDS3 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,377 | $66,310+25.7% | $93,606-10.9% | $65,185+27.9% |
| Participation rate | 71.5% | 74.0%-2.4pp | 75.8%-4.3pp | 70.2%+1.3pp |
| Annual return | 16.50% | 42.58%-26.1pp | 32.76%-16.3pp | 29.38%-12.9pp |
| Employer contribution / active EE | -$3 | $2,012-100.2% | $2,718-100.1% | $2,177-100.2% |
| Participant deferral / active EE | $2,635 | $3,342-21.1% | $4,069-35.2% | $3,514-25.0% |
| Admin fee / account holder | $122 | $6,897-98.2% | $7,888-98.5% | $847-85.6% |