Filed December 3, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $5,430 |
AMERICAN CENTURY2 years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS2 years Service code 52 · EIN 23-2651520 | Indirect Investment Fees | $0 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
LEGG MASON2 years Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PIMCO FUNDS2 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,836 | $58,093-62.4% | $80,022-72.7% | $56,287-61.2% |
| Participation rate | 88.3% | 73.6%+14.7pp | 75.8%+12.5pp | 69.9%+18.4pp |
| Annual return | 1.16% | 34.63%-33.5pp | 11.22%-10.1pp | -9.96%+11.1pp |
| Employer contribution / active EE | $879 | $1,933-54.5% | $2,468-64.4% | $2,111-58.4% |
| Participant deferral / active EE | $1,077 | $3,136-65.6% | $3,686-70.8% | $3,350-67.8% |
| Admin fee / account holder | $50 | $623-91.9% | $6,521-99.2% | $521-90.4% |