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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $12,648 |
Service code 53 · EIN 14-1764768 | Insurance Commissions | $7,957 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
EATON VANCE1 year Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
HARBOR1 year Service code 52 · EIN 34-1953393 | Indirect Investment Fees | $0 |
NUVEEN1 year Service code 52 · EIN 39-1970095 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-2264646 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $17,606 | $55,453-68.3% | $170,435-89.7% | $62,293-71.7% |
| Participation rate | 65.8% | 66.4%-0.6pp | 83.6%-17.8pp | 69.5%-3.7pp |
| Annual return | 16.36% | 21.38%-5.0pp | 205.94%-189.6pp | 28.90%-12.5pp |
| Employer contribution / active EE | $725 | $2,164-66.5% | $5,432-86.6% | $2,042-64.5% |
| Participant deferral / active EE | $982 | $2,303-57.3% | $4,939-80.1% | $3,169-69.0% |
| Admin fee / account holder | $63 | $455-86.2% | $13,881-99.5% | $479-86.9% |