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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $139,962 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $44,899 |
ALGER4 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
ALTA TRUST3 years Service code 52 · EIN 59-2385219 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON4 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 22-2169185 | Indirect Investment Fees | $0 |
GOLDMAN SACHS2 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
JANUS HENDERSON4 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
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 | $36,589 | $79,519-54.0% | $95,960-61.9% | $73,412-50.2% |
| Participation rate | 86.7% | 81.2%+5.5pp | 77.1%+9.6pp | 72.2%+14.5pp |
| Annual return | 34.25% | 19.20%+15.1pp | 91.63%-57.4pp | 59.30%-25.0pp |
| Employer contribution / active EE | $659 | $2,048-67.8% | $2,541-74.0% | $2,234-70.5% |
| Participant deferral / active EE | $2,594 | $4,138-37.3% | $4,167-37.7% | $3,806-31.8% |
| Admin fee / account holder | $234 | $184+27.1% | $6,797-96.6% | $158+48.4% |