Filed February 18, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $87,065 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $10,193 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PAX WORLD2 years Service code 52 · EIN 84-0996383 | Indirect Investment Fees | $0 |
PIMCO FUNDS2 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1827505 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 23-2439140 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,727 | $58,888-24.0% | $178,499-74.9% | $73,493-39.1% |
| Participation rate | 94.1% | 66.2%+27.9pp | 81.9%+12.2pp | 70.7%+23.4pp |
| Annual return | 15.81% | 24.86%-9.1pp | 151.10%-135.3pp | 28.51%-12.7pp |
| Employer contribution / active EE | $1,653 | $2,236-26.1% | $5,011-67.0% | $2,270-27.2% |
| Participant deferral / active EE | $3,082 | $2,568+20.0% | $5,202-40.8% | $3,740-17.6% |
| Admin fee / account holder | $334 | $400-16.7% | $13,986-97.6% | $513-35.0% |