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| Provider | Service type | Compensation |
|---|---|---|
CADARET GRANT & CO INC5+ years Service code 53 · EIN 22-2361254 | Insurance Commissions | $93,271 |
Service code 49 · EIN 04-1590850 | Other Services | $22,476 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 22-2894171 | Indirect Investment Fees | $0 |
HARRIS3 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 84-1308320 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.3 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.
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 | $52,500 | $47,456+10.6% | $172,739-69.6% | $77,787-32.5% |
| Participation rate | 60.6% | 66.3%-5.6pp | 82.6%-22.0pp | 73.2%-12.6pp |
| Annual return | 18.21% | 35.57%-17.4pp | 802.84%-784.6pp | 32.57%-14.4pp |
| Employer contribution / active EE | $291 | $1,574-81.5% | $5,143-94.3% | $2,504-88.4% |
| Participant deferral / active EE | $1,584 | $2,560-38.1% | $5,198-69.5% | $3,967-60.1% |
| Admin fee / account holder | $25 | $81-69.4% | $13,954-99.8% | $100-75.3% |