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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $14,527 |
Service code 53 · EIN 14-1764768 | Insurance Commissions | $8,441 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
EATON VANCE2 years Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
HARBOR2 years Service code 52 · EIN 34-1953393 | 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 |
WELLS FARGO BANK, N.A.2 years 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 | $21,430 | $47,977-55.3% | $154,111-86.1% | $56,287-61.9% |
| Participation rate | 64.7% | 66.2%-1.5pp | 83.0%-18.4pp | 69.9%-5.2pp |
| Annual return | -6.02% | 3.54%-9.6pp | 735.18%-741.2pp | -9.96%+3.9pp |
| Employer contribution / active EE | $730 | $2,169-66.3% | $5,298-86.2% | $2,111-65.4% |
| Participant deferral / active EE | $905 | $2,392-62.2% | $5,081-82.2% | $3,350-73.0% |
| Admin fee / account holder | $94 | $438-78.6% | $13,411-99.3% | $521-82.0% |