Filed February 18, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $40,388 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PAX WORLD1 year Service code 52 · EIN 84-0996383 | Indirect Investment Fees | $0 |
PIMCO FUNDS1 year Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-1827505 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 23-2439140 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,758 | $52,961-23.0% | $172,752-76.4% | $65,185-37.5% |
| Participation rate | 85.6% | 66.2%+19.4pp | 82.6%+3.0pp | 70.2%+15.4pp |
| Annual return | 15.83% | 30.12%-14.3pp | 802.97%-787.1pp | 29.38%-13.6pp |
| Employer contribution / active EE | $1,501 | $2,190-31.5% | $5,144-70.8% | $2,177-31.0% |
| Participant deferral / active EE | $2,745 | $2,471+11.1% | $5,198-47.2% | $3,514-21.9% |
| Admin fee / account holder | $178 | $472-62.3% | $13,955-98.7% | $847-79.0% |