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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 13-6595801 | Plan Administrator | $19,656 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $75 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
HARRIS1 year Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
LORD ABBETT1 year Service code 52 · EIN 13-6995863 | Indirect Investment Fees | $0 |
PIMCO FUNDS1 year Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $382,871 | $96,524+296.7% | $75,900+404.4% | $152,909+150.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 10.00% | 33.93%-23.9pp | 30.73%-20.7pp | 345.46%-335.5pp |
| Employer contribution / active EE | $19,559 | $3,311+490.8% | $2,501+682.0% | $4,764+310.6% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,604-100.0% | $5,851-100.0% |
| Admin fee / account holder | $26,389 | $8,082+226.5% | $5,421+386.8% | $11,601+127.5% |