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| Provider | Service type | Compensation |
|---|---|---|
Service code 38 · EIN 04-1590850 | Participant Communication | $1,989 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 93-6305075 | 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 |
THORNBURG2 years Service code 52 · EIN 06-1158764 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,026,966-100.0% | $476,019-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 1.8%-1.8pp |
| Annual return | -4.97% | -3.49%-1.5pp | 4.36%-9.3pp | 0.19%-5.2pp |
| Employer contribution / active EE | $2,999 | $17,891-83.2% | $27,383-89.0% | $13,763-78.2% |
| Participant deferral / active EE | $0 | $267-100.0% | $75-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $14,020-100.0% | $426-100.0% |