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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $72,257 |
LPL FINANCIAL1 year Service code 27 · EIN 04-3046611 | Advisory (Plan) | $32,631 |
AB FUNDS1 year Service code 52 · EIN 13-3674262 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
EATON VANCE1 year Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 04-3400483 | Indirect Investment Fees | $0 |
LORD ABBETT1 year Service code 52 · EIN 13-3731507 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,633 | $64,909-18.9% | $82,313-36.1% | $62,293-15.5% |
| Participation rate | 90.4% | 74.9%+15.6pp | 76.9%+13.5pp | 69.5%+20.9pp |
| Annual return | 12.61% | 21.18%-8.6pp | 25.88%-13.3pp | 28.90%-16.3pp |
| Employer contribution / active EE | $960 | $1,676-42.7% | $2,428-60.5% | $2,042-53.0% |
| Participant deferral / active EE | $2,069 | $3,103-33.3% | $3,706-44.2% | $3,169-34.7% |
| Admin fee / account holder | $283 | $440-35.5% | $5,608-94.9% | $479-40.9% |