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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Service code 38 · EIN 13-2834414 | Participant Communication | $25,625 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $24,904 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
THE HARTFORD4 years Service code 52 · EIN 22-2937447 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,454 | $61,473+224.5% | $81,726+144.1% | $73,415+171.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 72.0%+28.0pp | 72.2%+27.8pp |
| Annual return | 16.50% | 28.26%-11.8pp | 29.49%-13.0pp | 59.30%-42.8pp |
| Employer contribution / active EE | $6,139 | $1,898+223.5% | $4,311+42.4% | $2,234+174.8% |
| Participant deferral / active EE | $7,702 | $3,080+150.0% | $7,108+8.4% | $3,806+102.4% |
| Admin fee / account holder | $37 | $125-70.9% | $5,160-99.3% | $158-76.9% |