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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $112,703 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $35,816 |
ALGER3 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
ALTA TRUST2 years Service code 52 · EIN 59-2385219 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 22-2169185 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
JANUS HENDERSON3 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
Employer 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.
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 | $27,151 | $73,404-63.0% | $87,104-68.8% | $67,579-59.8% |
| Participation rate | 70.2% | 80.9%-10.7pp | 76.9%-6.7pp | 71.3%-1.1pp |
| Annual return | 24.70% | 48.29%-23.6pp | 28.19%-3.5pp | 378.56%-353.9pp |
| Employer contribution / active EE | $632 | $2,014-68.6% | $2,521-74.9% | $2,148-70.6% |
| Participant deferral / active EE | $2,055 | $3,913-47.5% | $4,048-49.2% | $3,539-41.9% |
| Admin fee / account holder | $166 | $142+17.2% | $7,491-97.8% | $142+16.7% |