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| Provider | Service type | Compensation |
|---|---|---|
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $5,845 |
Service code 15 · EIN 04-1590850 | Recordkeeping | $4,208 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 22-3483675 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
DWS FUNDS2 years Service code 52 · EIN 13-2661231 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 13-2649093 | Indirect Investment Fees | $0 |
NATIONWIDE3 years Service code 52 · EIN 36-2434406 | Indirect Investment Fees | $0 |
PIMCO FUNDS3 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $46,508 | $86,341-46.1% | $125,192-62.9% | $65,185-28.7% |
| Participation rate | 61.6% | 75.3%-13.7pp | 79.8%-18.2pp | 70.2%-8.6pp |
| Annual return | 7.94% | 27.44%-19.5pp | 43.79%-35.9pp | 29.38%-21.4pp |
| Employer contribution / active EE | $963 | $2,040-52.8% | $3,866-75.1% | $2,177-55.8% |
| Participant deferral / active EE | $1,750 | $3,538-50.5% | $4,937-64.5% | $3,514-50.2% |
| Admin fee / account holder | $160 | $609-73.8% | $9,704-98.4% | $847-81.1% |