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| Provider | Service type | Compensation |
|---|---|---|
ALLIANZ GLOBAL INVESTORS7 years Filed as: ALLIANZ FUNDS Service code 60 | Sub-TA Fees | $0 |
AMERICAN FUNDS7 years Service code 60 | Sub-TA Fees | $0 |
BLACKROCK7 years Filed as: BLACKROCK FUNDS Service code 60 | Sub-TA Fees | $0 |
MFS INVESTMENT MANAGEMENT7 years Filed as: MFS FUNDS Service code 59 | Shareholder Servicing | $0 |
OPPENHEIMER7 years Filed as: OPPENHEIMER FUNDS Service code 63 | 12b-1 Fees | $0 |
Filed as: PRUDENTIAL Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,131 | $79,089+16.5% | $100,392-8.2% | $74,459+23.7% |
| Participation rate | 48.8% | 79.4%-30.6pp | 81.5%-32.7pp | 67.2%-18.4pp |
| Annual return | 11.17% | 20.61%-9.4pp | 49.45%-38.3pp | 1369.70%-1358.5pp |
| Employer contribution / active EE | $351 | $3,015-88.4% | $3,941-91.1% | $2,626-86.6% |
| Participant deferral / active EE | $882 | $7,747-88.6% | $8,090-89.1% | $4,350-79.7% |
| Admin fee / account holder | $69 | $1,336-94.9% | $7,904-99.1% | $1,945-96.5% |