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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-1590850 | Recordkeeping | $5,865 |
ALLIANZ GLOBAL INVESTORS1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
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 95-1411037 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
THORNBURG1 year Service code 52 · EIN 85-0451747 | 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 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $1,723,788-100.0% | $180,484-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 1.9%-1.9pp |
| Annual return | 14.09% | 12.38%+1.7pp | 10.53%+3.6pp | 23.90%-9.8pp |
| Employer contribution / active EE | $3,768 | $23,325-83.8% | $29,360-87.2% | $16,539-77.2% |
| Participant deferral / active EE | $0 | $269-100.0% | $54-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,273-100.0% | $18,975-100.0% |