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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $79,052 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-2482877 | Indirect Investment Fees | $0 |
EATON VANCE1 year Service code 52 · EIN 13-2706484 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 13-3867060 | Indirect Investment Fees | $0 |
PIONEER1 year Service code 52 · EIN 04-2652279 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 51-0082711 | 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 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $27,897 | $62,267-55.2% | $110,243-74.7% | $55,725-49.9% |
| Participation rate | 99.1% | 78.1%+21.0pp | 79.8%+19.3pp | 70.9%+28.2pp |
| Annual return | -6.07% | -1.07%-5.0pp | 314.76%-320.8pp | 244.93%-251.0pp |
| Employer contribution / active EE | $1,542 | $1,941-20.6% | $3,827-59.7% | $2,078-25.8% |
| Participant deferral / active EE | $2,495 | $3,516-29.1% | $4,672-46.6% | $3,356-25.7% |
| Admin fee / account holder | $150 | $121+24.4% | $8,548-98.2% | $115+30.6% |